+343.3%
PAYC vs RRC
+6.5%
+336.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -10.2% | -1.2% | -9.0% | -10.0% |
| 30D | +2.0% | +3.0% | -1.0% | +1.6% |
| 3M | +58.3% | +7.3% | +51.0% | +56.8% |
| 6M | +64.5% | +3.6% | +60.9% | +63.4% |
| YTD | +36.5% | +19.4% | +17.2% | +32.9% |
| 1Y | -1.3% | +21.4% | -22.7% | -4.4% |
| 3Y | -22.1% | +32.8% | -54.9% | -26.3% |
| 5Y | -53.3% | +152.0% | -205.3% | -60.2% |
| All | +343.3% | +6.5% | +336.8% | +230.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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