+512.2%
PAYC vs SBAC
+114.8%
+397.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.8% |
| 7D | +4.9% | +0.6% | +4.2% | +4.5% |
| 30D | +4.1% | +5.5% | -1.3% | +1.2% |
| 3M | +11.5% | +3.1% | +8.4% | +9.2% |
| 6M | +85.3% | -7.0% | +92.3% | +90.8% |
| YTD | +57.3% | +0.5% | +56.8% | +50.9% |
| 1Y | +52.6% | +0.2% | +52.3% | +46.5% |
| 3Y | +48.3% | -7.4% | +55.6% | +42.6% |
| 5Y | -47.8% | -39.7% | -8.1% | -34.4% |
| All | +512.2% | +114.8% | +397.4% | +338.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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