+32.6%
PAYC vs ALC
+30.3%
+2.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.1% | +1.5% |
| 7D | -9.5% | +2.3% | -11.9% | -10.8% |
| 30D | +2.5% | +15.5% | -13.0% | -6.2% |
| 3M | +11.7% | +0.6% | +11.1% | +11.0% |
| 6M | +74.6% | +18.4% | +56.2% | +56.1% |
| YTD | +50.4% | -5.6% | +56.0% | +52.7% |
| 1Y | +44.0% | 0.0% | +44.0% | +40.5% |
| 3Y | +42.5% | +2.8% | +39.7% | +28.9% |
| 5Y | -50.3% | -8.8% | -41.5% | -51.3% |
| All | +32.6% | +30.3% | +2.4% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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