+272.5%
PM vs PAYC
+510.1%
-237.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +0.5% | +4.9% | -4.3% | 0.0% |
| 30D | -3.2% | +4.1% | -7.3% | -3.7% |
| 3M | +6.2% | +11.5% | -5.2% | +4.9% |
| 6M | +7.7% | +85.3% | -77.6% | +0.3% |
| YTD | +27.3% | +57.3% | -30.0% | +20.2% |
| 1Y | +32.8% | +52.6% | -19.8% | +25.8% |
| 3Y | +150.0% | +48.3% | +101.7% | +133.3% |
| 5Y | +164.2% | -47.8% | +212.1% | +174.4% |
| All | +272.5% | +510.1% | -237.6% | +178.4% |
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