+251.1%
PH vs PAYC
-53.8%
+304.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.3% |
| 7D | 0.0% | -8.7% | +8.8% | +1.9% |
| 30D | -10.3% | +1.2% | -11.5% | -10.7% |
| 3M | +5.1% | +58.6% | -53.5% | -5.5% |
| 6M | +2.3% | +56.6% | -54.3% | -8.5% |
| YTD | +8.7% | +36.2% | -27.6% | +0.2% |
| 1Y | +26.8% | -2.2% | +29.0% | +26.9% |
| 3Y | +139.2% | -22.3% | +161.5% | +143.3% |
| 5Y | +251.1% | -53.9% | +305.0% | +277.4% |
| All | +251.1% | -53.8% | +304.9% | +277.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling