+249.9%
PLD vs PAYC
+329.2%
-79.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.7% |
| 7D | -0.7% | -8.7% | +8.1% | +1.3% |
| 30D | -2.2% | +1.2% | -3.4% | -2.6% |
| 3M | -7.4% | +58.6% | -66.0% | -17.9% |
| 6M | +1.9% | +56.6% | -54.7% | -10.2% |
| YTD | +7.9% | +36.2% | -28.3% | -2.1% |
| 1Y | +25.1% | -2.2% | +27.3% | +22.9% |
| 3Y | +21.9% | -22.3% | +44.2% | +21.0% |
| 5Y | +16.3% | -53.9% | +70.2% | +27.8% |
| 10Y | +249.9% | +347.5% | -97.6% | +118.4% |
| All | +249.9% | +329.2% | -79.3% | +118.4% |
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 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