+116.1%
PG vs PAYC
+358.9%
-242.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | -0.8% | -5.5% | +4.7% | -0.3% |
| 30D | +0.8% | +3.8% | -3.0% | +0.4% |
| 3M | -1.3% | +65.8% | -67.1% | -6.2% |
| 6M | -3.8% | +68.7% | -72.5% | -9.0% |
| YTD | +3.6% | +38.3% | -34.7% | -0.2% |
| 1Y | -5.7% | -2.4% | -3.3% | -6.1% |
| 3Y | +1.6% | -21.5% | +23.1% | +1.5% |
| 5Y | +14.6% | -52.7% | +67.3% | +18.9% |
| All | +116.1% | +358.9% | -242.7% | +69.2% |
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