-81.4%
PATH vs PAYC
-36.1%
-45.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.6% |
| 7D | -2.3% | -9.5% | +7.2% | +3.9% |
| 30D | -4.8% | +2.5% | -7.3% | -6.6% |
| 3M | -17.7% | +11.7% | -29.4% | -23.0% |
| 6M | +18.9% | +74.6% | -55.7% | -18.4% |
| YTD | -21.7% | +50.4% | -72.1% | -41.0% |
| 1Y | -9.6% | +44.0% | -53.7% | -30.0% |
| 3Y | -25.8% | +42.5% | -68.3% | -45.3% |
| 5Y | -77.1% | -50.3% | -26.8% | -69.8% |
| All | -81.4% | -36.1% | -45.3% | -79.0% |
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