-52.9%
PAYC vs RRC
+153.5%
-206.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.4% |
| 7D | -7.9% | -1.2% | -6.7% | -7.7% |
| 30D | +2.1% | +9.4% | -7.3% | +0.6% |
| 3M | +61.8% | +7.4% | +54.4% | +59.8% |
| 6M | +59.9% | +1.5% | +58.5% | +59.0% |
| YTD | +38.5% | +19.4% | +19.1% | +33.8% |
| 1Y | -1.4% | +24.2% | -25.6% | -5.7% |
| 3Y | -21.0% | +32.8% | -53.8% | -26.5% |
| 5Y | -52.9% | +152.9% | -205.8% | -59.0% |
| All | -52.9% | +153.5% | -206.4% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling