+361.6%
PSX vs PAYC
+510.1%
-148.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +7.8% | +4.9% | +2.9% | +6.7% |
| 30D | -10.9% | +4.1% | -15.0% | -11.8% |
| 3M | +14.5% | +11.5% | +3.0% | +11.4% |
| 6M | +56.1% | +85.3% | -29.2% | +33.9% |
| YTD | +109.6% | +57.3% | +52.3% | +84.9% |
| 1Y | +95.5% | +52.6% | +43.0% | +73.7% |
| 3Y | +156.2% | +48.3% | +107.9% | +123.1% |
| 5Y | +310.0% | -47.8% | +357.8% | +340.5% |
| All | +361.6% | +510.1% | -148.5% | +209.4% |
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