+376.3%
PSX vs PAYC
+352.8%
+23.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +1.5% | -10.2% | +11.7% | +3.8% |
| 30D | +15.8% | +2.0% | +13.9% | +15.1% |
| 3M | +43.0% | +58.3% | -15.3% | +27.6% |
| 6M | +61.1% | +64.5% | -3.4% | +41.7% |
| YTD | +104.5% | +36.5% | +68.0% | +86.9% |
| 1Y | +102.5% | -1.3% | +103.8% | +98.7% |
| 3Y | +133.5% | -22.1% | +155.6% | +131.5% |
| 5Y | +367.0% | -53.3% | +420.3% | +408.8% |
| All | +376.3% | +352.8% | +23.5% | +234.7% |
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