+45.6%
PRU vs PAYC
-53.3%
+98.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.4% | +3.2% | -1.2% |
| 7D | +1.9% | -7.9% | +9.8% | +3.3% |
| 30D | -0.4% | +2.1% | -2.6% | -0.9% |
| 3M | +16.4% | +61.8% | -45.3% | +6.2% |
| 6M | +26.0% | +59.9% | -33.9% | +14.7% |
| YTD | +9.9% | +38.5% | -28.6% | +2.5% |
| 1Y | +18.8% | -1.4% | +20.1% | +17.7% |
| 3Y | +45.3% | -21.0% | +66.4% | +46.0% |
| 5Y | +45.6% | -52.9% | +98.5% | +43.5% |
| All | +45.6% | -53.3% | +98.9% | +43.5% |
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 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