+64.8%
PR vs PAYC
+451.9%
-387.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -12.4% | -11.1% | -1.3% | -9.9% |
| 30D | -6.6% | +1.8% | -8.4% | -7.2% |
| 3M | +7.5% | +10.2% | -2.7% | +4.4% |
| 6M | +10.8% | +73.5% | -62.7% | -5.5% |
| YTD | +57.0% | +49.4% | +7.6% | +37.8% |
| 1Y | +67.9% | +47.2% | +20.7% | +47.9% |
| 3Y | +87.6% | +44.4% | +43.1% | +61.7% |
| 5Y | +220.4% | -52.1% | +272.5% | +254.5% |
| 10Y | +64.8% | +474.3% | -409.4% | +20.9% |
| All | +64.8% | +451.9% | -387.1% | +20.9% |
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