+231.7%
RF vs PAYC
+535.4%
-303.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.7% |
| 7D | -1.3% | -9.5% | +8.2% | +1.2% |
| 30D | +4.6% | +3.3% | +1.4% | +3.6% |
| 3M | -8.4% | +14.5% | -23.0% | -12.1% |
| 6M | +8.9% | +76.0% | -67.2% | -8.9% |
| YTD | +8.8% | +53.4% | -44.5% | -6.3% |
| 1Y | +18.9% | +43.8% | -24.9% | +4.3% |
| 3Y | +116.0% | +45.3% | +70.7% | +84.1% |
| 5Y | +46.0% | -48.9% | +94.9% | +59.4% |
| 10Y | +231.7% | +500.5% | -268.8% | +100.4% |
| All | +231.7% | +535.4% | -303.7% | +100.4% |
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