+35.2%
PFE vs PAYC
+329.2%
-294.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.1% |
| 7D | -4.3% | -8.7% | +4.5% | -3.3% |
| 30D | +2.7% | +1.2% | +1.5% | +2.5% |
| 3M | +10.0% | +58.6% | -48.6% | +4.1% |
| 6M | +7.2% | +56.6% | -49.4% | +1.3% |
| YTD | +17.3% | +36.2% | -18.9% | +12.4% |
| 1Y | +20.3% | -2.2% | +22.5% | +19.4% |
| 3Y | -1.6% | -22.3% | +20.7% | -1.9% |
| 5Y | -21.4% | -53.9% | +32.5% | -18.1% |
| 10Y | +35.2% | +347.5% | -312.2% | +14.2% |
| All | +35.2% | +329.2% | -294.0% | +14.2% |
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