+45.2%
PL vs PAYC
-39.0%
+84.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.4% | +14.9% | +14.7% |
| 7D | +10.9% | -11.1% | +22.0% | +16.2% |
| 30D | -16.4% | +1.8% | -18.2% | -17.6% |
| 3M | -39.9% | +10.2% | -50.1% | -43.3% |
| 6M | -63.2% | +73.5% | -136.7% | -72.9% |
| YTD | -27.1% | +49.4% | -76.6% | -43.5% |
| 1Y | +12.2% | +47.2% | -35.0% | -12.4% |
| 3Y | +584.3% | +44.4% | +539.8% | +425.7% |
| 5Y | +37.0% | -52.1% | +89.1% | +54.7% |
| All | +45.2% | -39.0% | +84.1% | +62.0% |
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