+60.2%
PPL vs PAYC
+453.6%
-393.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.5% | +0.1% |
| 7D | +0.4% | -10.2% | +10.6% | +1.7% |
| 30D | +5.4% | +6.1% | -0.7% | +4.5% |
| 3M | +4.3% | +10.1% | -5.8% | +2.7% |
| 6M | -1.3% | +88.6% | -90.0% | -10.3% |
| YTD | +4.7% | +50.0% | -45.3% | -2.2% |
| 1Y | +1.3% | +46.1% | -44.8% | -5.1% |
| 3Y | +57.2% | +51.2% | +6.1% | +43.7% |
| 5Y | +48.2% | -51.7% | +99.9% | +56.1% |
| All | +60.2% | +453.6% | -393.3% | +28.5% |
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