+48.5%
PFE vs PAYC
+510.1%
-461.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.7% | -2.4% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | +3.1% | +5.2% | -2.0% | +2.5% |
| 3M | +11.2% | +18.0% | -6.8% | +9.0% |
| 6M | +15.0% | +81.6% | -66.6% | +6.7% |
| YTD | +23.5% | +57.3% | -33.7% | +16.0% |
| 1Y | +18.9% | +49.8% | -30.9% | +12.3% |
| 3Y | +18.7% | +49.0% | -30.3% | +10.5% |
| 5Y | -24.0% | -47.8% | +23.8% | -21.6% |
| All | +48.5% | +510.1% | -461.6% | +7.5% |
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