+79.1%
PEP vs PAYC
+329.2%
-250.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.4% | -1.1% |
| 7D | -1.7% | -8.7% | +7.1% | -0.6% |
| 30D | +0.3% | +1.2% | -0.9% | +0.1% |
| 3M | -3.2% | +58.6% | -61.9% | -9.0% |
| 6M | -13.6% | +56.6% | -70.2% | -18.8% |
| YTD | -1.9% | +36.2% | -38.1% | -6.4% |
| 1Y | -0.6% | -2.2% | +1.6% | -1.4% |
| 3Y | -13.6% | -22.3% | +8.7% | -13.9% |
| 5Y | +3.2% | -53.9% | +57.1% | +8.3% |
| 10Y | +79.1% | +347.5% | -268.4% | +35.3% |
| All | +79.1% | +329.2% | -250.1% | +35.3% |
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