-0.7%
PLD vs PAYC
-52.1%
+51.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.1% | +3.8% | -0.4% |
| 7D | -0.8% | -10.2% | +9.4% | +1.0% |
| 30D | -0.3% | +6.1% | -6.4% | -1.4% |
| 3M | -8.0% | +10.1% | -18.1% | -9.8% |
| 6M | -9.8% | +88.6% | -98.4% | -21.1% |
| YTD | +1.8% | +50.0% | -48.2% | -7.3% |
| 1Y | +5.6% | +46.1% | -40.5% | -3.3% |
| 3Y | +33.3% | +51.2% | -17.9% | +19.1% |
| All | -0.7% | -52.1% | +51.5% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling