+216.0%
PH vs PAYC
-49.7%
+265.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | +6.9% | -9.5% | +16.4% | +8.9% |
| 30D | +1.7% | +3.3% | -1.6% | +0.6% |
| 3M | -8.1% | +14.5% | -22.7% | -11.2% |
| 6M | +11.5% | +76.0% | -64.6% | -2.6% |
| YTD | +11.4% | +53.4% | -42.0% | -0.3% |
| 1Y | +14.1% | +43.8% | -29.7% | +3.8% |
| 3Y | +138.2% | +45.3% | +93.0% | +113.1% |
| 5Y | +216.0% | -48.9% | +264.9% | +264.5% |
| All | +216.0% | -49.7% | +265.7% | +264.5% |
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