+50.9%
PNC vs PAYC
-52.9%
+103.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | -0.6% | -5.5% | +5.0% | +0.4% |
| 30D | -4.4% | +3.8% | -8.2% | -5.1% |
| 3M | +5.2% | +65.8% | -60.6% | -5.1% |
| 6M | +20.6% | +68.7% | -48.1% | +7.7% |
| YTD | +19.8% | +38.3% | -18.6% | +11.1% |
| 1Y | +24.4% | -2.4% | +26.8% | +24.1% |
| 3Y | +131.2% | -21.5% | +152.8% | +133.3% |
| All | +50.9% | -52.9% | +103.8% | +52.7% |
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