+20.2%
PAYC vs ALC
+20.4%
-0.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.0% |
| 7D | -8.7% | -5.3% | -3.5% | -5.6% |
| 30D | +1.2% | -7.1% | +8.2% | +5.7% |
| 3M | +58.6% | +0.8% | +57.8% | +57.3% |
| 6M | +56.6% | -16.0% | +72.6% | +72.0% |
| YTD | +36.2% | -12.7% | +49.0% | +45.5% |
| 1Y | -2.2% | -12.8% | +10.6% | +4.1% |
| 3Y | -22.3% | -15.8% | -6.4% | -19.5% |
| 5Y | -53.9% | -16.7% | -37.2% | -52.3% |
| All | +20.2% | +20.4% | -0.2% | -11.3% |
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