+782.8%
PH vs PAYC
+352.8%
+430.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -3.1% | -10.2% | +7.0% | -0.3% |
| 30D | -11.8% | +2.0% | -13.7% | -12.5% |
| 3M | +6.9% | +58.3% | -51.4% | -7.0% |
| 6M | -1.3% | +64.5% | -65.8% | -16.1% |
| YTD | +7.0% | +36.5% | -29.6% | -4.7% |
| 1Y | +23.1% | -1.3% | +24.4% | +20.2% |
| 3Y | +135.4% | -22.1% | +157.5% | +133.9% |
| 5Y | +250.3% | -53.3% | +303.7% | +291.7% |
| All | +782.8% | +352.8% | +430.0% | +490.3% |
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 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