+696.1%
PH vs PAYC
+510.1%
+186.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.1% | -2.2% |
| 7D | +7.4% | -0.5% | +7.8% | +7.4% |
| 30D | +0.5% | +5.2% | -4.7% | -1.4% |
| 3M | -10.2% | +18.0% | -28.2% | -15.0% |
| 6M | +8.9% | +81.6% | -72.7% | -10.1% |
| YTD | +9.7% | +57.3% | -47.6% | -6.9% |
| 1Y | +12.8% | +49.8% | -37.0% | -2.9% |
| 3Y | +134.6% | +49.0% | +85.6% | +97.0% |
| 5Y | +204.5% | -47.8% | +252.4% | +232.1% |
| All | +696.1% | +510.1% | +186.0% | +365.4% |
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