+287.2%
PFGC vs PAYC
+352.8%
-65.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.4% |
| 7D | -4.8% | -10.2% | +5.3% | -1.5% |
| 30D | -17.2% | +2.0% | -19.2% | -18.0% |
| 3M | -6.3% | +58.3% | -64.6% | -21.2% |
| 6M | +8.8% | +64.5% | -55.7% | -10.8% |
| YTD | +4.9% | +36.5% | -31.6% | -9.0% |
| 1Y | -9.5% | -1.3% | -8.2% | -12.2% |
| 3Y | +59.6% | -22.1% | +81.7% | +56.0% |
| 5Y | +113.5% | -53.3% | +166.8% | +144.2% |
| All | +287.2% | +352.8% | -65.7% | +122.3% |
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