+208.8%
PM vs PAYC
+352.8%
-144.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +1.9% | -10.2% | +12.1% | +3.1% |
| 30D | +1.9% | +2.0% | -0.1% | +1.6% |
| 3M | +4.6% | +58.3% | -53.7% | -0.9% |
| 6M | +11.7% | +64.5% | -52.8% | +5.0% |
| YTD | +20.4% | +36.5% | -16.2% | +15.3% |
| 1Y | +19.0% | -1.3% | +20.2% | +18.1% |
| 3Y | +130.4% | -22.1% | +152.5% | +129.5% |
| 5Y | +131.5% | -53.3% | +184.8% | +142.2% |
| All | +208.8% | +352.8% | -144.0% | +121.1% |
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