+1,646.5%
QLD vs PAYC
+330.2%
+1,316.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | +2.7% |
| 7D | +3.0% | -7.9% | +10.9% | +7.4% |
| 30D | -1.8% | +2.1% | -4.0% | -3.3% |
| 3M | -1.8% | +61.8% | -63.6% | -28.2% |
| 6M | +36.9% | +59.9% | -23.0% | -1.6% |
| YTD | +28.7% | +38.5% | -9.8% | -0.7% |
| 1Y | +41.9% | -1.4% | +43.3% | +32.5% |
| 3Y | +184.2% | -21.0% | +205.2% | +167.7% |
| 5Y | +122.1% | -52.9% | +175.0% | +191.9% |
| 10Y | +1,646.5% | +332.8% | +1,313.7% | +645.9% |
| All | +1,646.5% | +330.2% | +1,316.2% | +645.9% |
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