+256.9%
PLD vs PAYC
+510.1%
-253.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.7% | -1.7% |
| 7D | 0.0% | -0.5% | +0.5% | +0.1% |
| 30D | -3.7% | +5.2% | -8.9% | -5.0% |
| 3M | -7.9% | +18.0% | -25.9% | -11.7% |
| 6M | -9.2% | +81.6% | -90.8% | -22.4% |
| YTD | +3.1% | +57.3% | -54.2% | -9.8% |
| 1Y | +6.2% | +49.8% | -43.6% | -5.9% |
| 3Y | +35.4% | +49.0% | -13.6% | +17.1% |
| 5Y | +0.1% | -47.8% | +47.9% | +7.2% |
| All | +256.9% | +510.1% | -253.2% | +127.6% |
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