+202.7%
PAAS vs PAYC
+330.2%
-127.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | +0.1% |
| 7D | +2.0% | -7.9% | +9.9% | +3.1% |
| 30D | -0.1% | +2.1% | -2.2% | -0.5% |
| 3M | +8.2% | +61.8% | -53.5% | +0.4% |
| 6M | -13.8% | +59.9% | -73.7% | -20.3% |
| YTD | -0.6% | +38.5% | -39.1% | -6.3% |
| 1Y | +44.0% | -1.4% | +45.4% | +42.9% |
| 3Y | +246.6% | -21.0% | +267.6% | +245.3% |
| 5Y | +116.1% | -52.9% | +169.0% | +127.3% |
| 10Y | +202.7% | +332.8% | -130.1% | +171.4% |
| All | +202.7% | +330.2% | -127.5% | +171.4% |
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