-48.9%
PAYC vs SPY
+74.6%
-123.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +0.4% |
| 7D | -9.5% | -0.9% | -8.6% | -8.5% |
| 30D | +3.3% | -2.4% | +5.6% | +6.1% |
| 3M | +14.5% | -1.2% | +15.7% | +15.8% |
| 6M | +76.0% | +3.3% | +72.8% | +67.1% |
| YTD | +53.4% | +12.3% | +41.1% | +29.3% |
| 1Y | +43.8% | +12.4% | +31.4% | +20.8% |
| 3Y | +45.3% | +78.8% | -33.5% | -40.3% |
| 5Y | -48.9% | +75.2% | -124.1% | -77.1% |
| All | -48.9% | +74.6% | -123.5% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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