+159.5%
PM vs PAYC
-52.7%
+212.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.4% |
| 7D | -7.3% | -11.1% | +3.8% | -6.8% |
| 30D | -4.0% | +1.8% | -5.8% | -4.1% |
| 3M | +2.7% | +10.2% | -7.4% | +2.3% |
| 6M | +14.9% | +73.5% | -58.7% | +11.8% |
| YTD | +23.5% | +49.4% | -25.9% | +21.0% |
| 1Y | +30.4% | +47.2% | -16.9% | +27.8% |
| 3Y | +143.2% | +44.4% | +98.8% | +136.7% |
| 5Y | +159.5% | -52.1% | +211.6% | +152.0% |
| All | +159.5% | -52.7% | +212.1% | +152.0% |
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