+95.5%
PEP vs PAYC
+510.1%
-414.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +2.9% | +4.9% | -2.0% | +2.3% |
| 30D | +12.5% | +4.1% | +8.4% | +11.9% |
| 3M | +4.5% | +11.5% | -6.9% | +3.0% |
| 6M | -0.5% | +85.3% | -85.8% | -8.2% |
| YTD | +4.4% | +57.3% | -52.8% | -2.2% |
| 1Y | +4.4% | +52.6% | -48.2% | -1.9% |
| 3Y | -3.4% | +48.3% | -51.7% | -10.3% |
| 5Y | +5.2% | -47.8% | +53.0% | +9.1% |
| All | +95.5% | +510.1% | -414.6% | +52.9% |
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