+349.2%
PAYC vs SBAC
+87.1%
+262.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.1% |
| 7D | -5.5% | -2.1% | -3.4% | -4.5% |
| 30D | +3.8% | +2.0% | +1.8% | +2.7% |
| 3M | +65.8% | -8.3% | +74.1% | +73.3% |
| 6M | +68.7% | +0.3% | +68.4% | +64.1% |
| YTD | +38.3% | -2.2% | +40.6% | +35.2% |
| 1Y | -2.4% | -4.6% | +2.2% | -3.3% |
| 3Y | -21.5% | -8.3% | -13.3% | -24.4% |
| 5Y | -52.7% | -42.8% | -9.9% | -38.2% |
| All | +349.2% | +87.1% | +262.1% | +187.0% |
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