+2,521.4%
PWR vs PAYC
+358.9%
+2,162.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.9% |
| 7D | +4.2% | -5.5% | +9.7% | +5.4% |
| 30D | -4.0% | +3.8% | -7.8% | -5.0% |
| 3M | -4.8% | +65.8% | -70.6% | -16.5% |
| 6M | +14.6% | +68.7% | -54.1% | -1.1% |
| YTD | +54.2% | +38.3% | +15.9% | +39.0% |
| 1Y | +67.1% | -2.4% | +69.5% | +64.3% |
| 3Y | +218.5% | -21.5% | +240.0% | +215.7% |
| 5Y | +466.3% | -52.7% | +519.0% | +521.1% |
| All | +2,521.4% | +358.9% | +2,162.6% | +1,706.2% |
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