-53.9%
PAYC vs PFG
+109.8%
-163.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.1% |
| 7D | -8.7% | +3.2% | -12.0% | -10.5% |
| 30D | +1.2% | +0.9% | +0.2% | +0.5% |
| 3M | +58.6% | +7.7% | +50.9% | +51.8% |
| 6M | +56.6% | +29.0% | +27.7% | +34.3% |
| YTD | +36.2% | +32.5% | +3.8% | +14.3% |
| 1Y | -2.2% | +47.3% | -49.5% | -23.6% |
| 3Y | -22.3% | +68.2% | -90.5% | -45.8% |
| 5Y | -53.9% | +108.5% | -162.3% | -71.5% |
| All | -53.9% | +109.8% | -163.7% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 5y: compounded portfolio wealth divided by compounded PFG 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…
5y analysis · Full analysis span regression · 6 months rolling