+13.1%
PSA vs PAYC
-53.8%
+67.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -2.1% |
| 7D | -2.2% | -8.7% | +6.5% | -1.1% |
| 30D | -9.6% | +1.2% | -10.7% | -9.7% |
| 3M | -7.9% | +58.6% | -66.5% | -13.8% |
| 6M | -2.0% | +56.6% | -58.6% | -8.5% |
| YTD | +15.7% | +36.2% | -20.5% | +10.1% |
| 1Y | +5.8% | -2.2% | +8.0% | +5.4% |
| 3Y | +21.6% | -22.3% | +43.9% | +22.6% |
| 5Y | +13.1% | -53.9% | +67.0% | +23.0% |
| All | +13.1% | -53.8% | +67.0% | +23.0% |
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