+474.3%
PAYC vs RACE
+738.3%
-264.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -0.7% |
| 7D | -11.1% | +3.9% | -15.0% | -13.0% |
| 30D | +1.8% | +7.4% | -5.6% | -2.1% |
| 3M | +10.2% | +1.6% | +8.6% | +9.0% |
| 6M | +73.5% | +23.3% | +50.2% | +52.6% |
| YTD | +49.4% | +14.7% | +34.8% | +34.4% |
| 1Y | +47.2% | +2.5% | +44.7% | +41.2% |
| 3Y | +44.4% | +28.0% | +16.5% | +9.0% |
| 5Y | -52.1% | +69.8% | -121.9% | -71.1% |
| 10Y | +474.3% | +734.9% | -260.6% | +59.7% |
| All | +474.3% | +738.3% | -264.0% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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