+26.8%
PL vs PAYC
-38.8%
+65.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -5.1% | +15.5% | +12.5% |
| 7D | -6.8% | -10.2% | +3.3% | -2.8% |
| 30D | -29.3% | +6.1% | -35.4% | -31.6% |
| 3M | -44.8% | +10.1% | -54.8% | -47.8% |
| 6M | -68.4% | +88.6% | -157.0% | -77.9% |
| YTD | -36.4% | +50.0% | -86.3% | -50.7% |
| 1Y | +0.7% | +46.1% | -45.3% | -21.0% |
| 3Y | +455.3% | +51.2% | +404.2% | +316.4% |
| 5Y | +22.7% | -51.7% | +74.3% | +38.3% |
| All | +26.8% | -38.8% | +65.5% | +41.3% |
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