+44.8%
PL vs PAYC
-37.4%
+82.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | -0.3% |
| 7D | +13.4% | -9.5% | +22.9% | +18.0% |
| 30D | -10.2% | +3.3% | -13.4% | -12.0% |
| 3M | -39.5% | +14.5% | -54.0% | -43.8% |
| 6M | -65.7% | +76.0% | -141.8% | -74.9% |
| YTD | -27.3% | +53.4% | -80.6% | -44.2% |
| 1Y | +15.0% | +43.8% | -28.8% | -8.7% |
| 3Y | +560.8% | +45.3% | +515.5% | +407.6% |
| 5Y | +38.4% | -48.9% | +87.3% | +54.4% |
| All | +44.8% | -37.4% | +82.2% | +59.9% |
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