+342.4%
PAYC vs RVTY
+144.7%
+197.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -0.2% |
| 7D | -8.7% | -5.4% | -3.3% | -5.8% |
| 30D | +1.2% | +6.7% | -5.6% | -2.6% |
| 3M | +58.6% | +19.0% | +39.6% | +42.1% |
| 6M | +56.6% | +34.6% | +22.0% | +28.1% |
| YTD | +36.2% | +28.3% | +8.0% | +13.4% |
| 1Y | -2.2% | +46.0% | -48.2% | -25.7% |
| 3Y | -22.3% | +16.9% | -39.2% | -36.6% |
| 5Y | -53.9% | -32.9% | -20.9% | -45.0% |
| All | +342.4% | +144.7% | +197.7% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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