+285.9%
PCAR vs PAYC
+510.1%
-224.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.1% |
| 7D | +2.1% | -0.5% | +2.6% | +2.2% |
| 30D | -1.2% | +5.2% | -6.4% | -2.1% |
| 3M | -18.6% | +18.0% | -36.6% | -20.9% |
| 6M | -5.1% | +81.6% | -86.7% | -15.0% |
| YTD | -1.8% | +57.3% | -59.0% | -10.4% |
| 1Y | +10.6% | +49.8% | -39.2% | +1.7% |
| 3Y | +34.9% | +49.0% | -14.1% | +22.6% |
| 5Y | +114.0% | -47.8% | +161.8% | +125.1% |
| All | +285.9% | +510.1% | -224.2% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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