+332.8%
PAYC vs RACE
+793.3%
-460.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -4.9% |
| 7D | -7.9% | -1.0% | -6.9% | -7.3% |
| 30D | +2.1% | -1.5% | +3.7% | +3.0% |
| 3M | +61.8% | +15.5% | +46.3% | +48.4% |
| 6M | +59.9% | +17.3% | +42.6% | +44.0% |
| YTD | +38.5% | +11.1% | +27.4% | +26.9% |
| 1Y | -1.4% | -14.3% | +12.9% | +3.9% |
| 3Y | -21.0% | +40.2% | -61.2% | -44.7% |
| 5Y | -52.9% | +92.6% | -145.5% | -74.0% |
| 10Y | +332.8% | +786.6% | -453.8% | +7.3% |
| All | +332.8% | +793.3% | -460.5% | +7.3% |
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