+134.6%
PRU vs PAYC
+329.2%
-194.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.1% |
| 7D | -1.9% | -8.7% | +6.9% | +0.4% |
| 30D | -2.6% | +1.2% | -3.8% | -3.0% |
| 3M | +14.7% | +58.6% | -43.9% | +0.4% |
| 6M | +25.7% | +56.6% | -30.9% | +9.6% |
| YTD | +8.3% | +36.2% | -28.0% | -2.4% |
| 1Y | +17.3% | -2.2% | +19.5% | +15.2% |
| 3Y | +43.2% | -22.3% | +65.5% | +42.1% |
| 5Y | +43.5% | -53.9% | +97.4% | +59.1% |
| 10Y | +134.6% | +347.5% | -212.9% | +63.6% |
| All | +134.6% | +329.2% | -194.6% | +63.6% |
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