+707.9%
P vs PAYC
+451.9%
+255.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.4% |
| 7D | -9.6% | -11.1% | +1.5% | -5.5% |
| 30D | -33.4% | +1.8% | -35.3% | -34.2% |
| 3M | +14.2% | +10.2% | +4.0% | +9.1% |
| 6M | +31.6% | +73.5% | -41.9% | +3.0% |
| YTD | +53.5% | +49.4% | +4.0% | +25.3% |
| 1Y | +14.2% | +47.2% | -33.0% | -6.7% |
| 3Y | +190.5% | +44.4% | +146.1% | +128.7% |
| 5Y | +256.3% | -52.1% | +308.4% | +317.4% |
| 10Y | +707.9% | +474.3% | +233.6% | +251.4% |
| All | +707.9% | +451.9% | +255.9% | +251.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling