+485.1%
PFGC vs PAYC
+631.8%
-146.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +3.4% | +4.9% | -1.4% | +1.9% |
| 30D | +16.9% | +4.1% | +12.8% | +15.3% |
| 3M | +6.4% | +11.5% | -5.1% | +2.4% |
| 6M | +16.0% | +85.3% | -69.3% | -6.5% |
| YTD | +23.6% | +57.3% | -33.6% | +3.4% |
| 1Y | +16.6% | +52.6% | -36.0% | -1.6% |
| 3Y | +82.3% | +48.3% | +34.0% | +49.0% |
| 5Y | +138.7% | -47.8% | +186.6% | +161.5% |
| 10Y | +352.8% | +515.9% | -163.0% | +184.8% |
| All | +485.1% | +631.8% | -146.7% | +259.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling