+419.1%
PFGC vs PAYC
+581.3%
-162.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +0.6% |
| 7D | -2.2% | -2.9% | +0.7% | -1.4% |
| 30D | -11.9% | +32.8% | -44.7% | -20.2% |
| 3M | +5.0% | +69.3% | -64.3% | -12.4% |
| 6M | +8.6% | +74.0% | -65.4% | -11.3% |
| YTD | +9.7% | +46.4% | -36.7% | -5.9% |
| 1Y | -6.3% | +4.2% | -10.5% | -10.4% |
| 3Y | +58.2% | -19.7% | +77.9% | +54.1% |
| 5Y | +110.4% | -52.0% | +162.5% | +136.2% |
| 10Y | +272.8% | +356.9% | -84.1% | +144.7% |
| All | +419.1% | +581.3% | -162.2% | +227.2% |
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 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