+90.1%
PEP vs PAYC
+535.4%
-445.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.7% | 0.0% |
| 7D | +1.1% | -9.5% | +10.6% | +2.2% |
| 30D | +13.6% | +3.3% | +10.4% | +13.1% |
| 3M | +5.1% | +14.5% | -9.4% | +3.3% |
| 6M | -1.6% | +76.0% | -77.7% | -8.7% |
| YTD | +3.3% | +53.4% | -50.0% | -2.9% |
| 1Y | +3.2% | +43.8% | -40.6% | -2.3% |
| 3Y | -3.9% | +45.3% | -49.2% | -10.6% |
| 5Y | +4.0% | -48.9% | +53.0% | +8.2% |
| 10Y | +90.1% | +500.5% | -410.4% | +49.0% |
| All | +90.1% | +535.4% | -445.3% | +49.0% |
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