-81.2%
PATH vs PAYC
-36.2%
-44.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +5.0% | +3.2% |
| 7D | -5.3% | -10.2% | +4.9% | +1.2% |
| 30D | -0.5% | +6.1% | -6.7% | -4.6% |
| 3M | -7.1% | +10.1% | -17.2% | -12.4% |
| 6M | +23.8% | +88.6% | -64.8% | -19.4% |
| YTD | -20.7% | +50.0% | -70.7% | -40.2% |
| 1Y | -8.1% | +46.1% | -54.1% | -29.4% |
| 3Y | -21.8% | +51.2% | -73.0% | -44.6% |
| 5Y | -76.8% | -51.7% | -25.2% | -69.1% |
| All | -81.2% | -36.2% | -44.9% | -78.7% |
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