+1,367.0%
PAYC vs RJF
+539.0%
+828.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -4.8% |
| 7D | -7.9% | +1.8% | -9.7% | -8.8% |
| 30D | +2.1% | 0.0% | +2.1% | +2.0% |
| 3M | +61.8% | +18.0% | +43.8% | +46.8% |
| 6M | +59.9% | +17.0% | +43.0% | +44.7% |
| YTD | +38.5% | +11.1% | +27.4% | +28.5% |
| 1Y | -1.4% | +8.0% | -9.3% | -7.2% |
| 3Y | -21.0% | +73.3% | -94.3% | -45.7% |
| 5Y | -52.9% | +107.4% | -160.3% | -71.4% |
| 10Y | +332.8% | +428.5% | -95.7% | +41.1% |
| All | +1,367.0% | +539.0% | +828.0% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling