+136.1%
PFGC vs PAYC
-47.7%
+183.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.7% | -1.7% |
| 7D | +0.3% | -0.5% | +0.7% | +0.3% |
| 30D | +16.1% | +5.2% | +11.0% | +14.8% |
| 3M | +2.4% | +18.0% | -15.6% | -1.5% |
| 6M | +15.7% | +81.6% | -65.9% | +0.2% |
| YTD | +22.3% | +57.3% | -35.0% | +8.7% |
| 1Y | +13.9% | +49.8% | -36.0% | +2.5% |
| 3Y | +80.3% | +49.0% | +31.3% | +58.2% |
| 5Y | +136.1% | -47.8% | +184.0% | +183.3% |
| All | +136.1% | -47.7% | +183.8% | +183.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling