+272.5%
RF vs PAYC
+453.6%
-181.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.1% | +4.7% | +1.0% |
| 7D | -0.9% | -10.2% | +9.3% | +1.9% |
| 30D | +6.0% | +6.1% | -0.1% | +4.2% |
| 3M | -8.9% | +10.1% | -19.0% | -11.6% |
| 6M | +2.3% | +88.6% | -86.3% | -15.9% |
| YTD | +7.6% | +50.0% | -42.4% | -6.6% |
| 1Y | +21.2% | +46.1% | -24.9% | +6.0% |
| 3Y | +108.5% | +51.2% | +57.4% | +76.2% |
| 5Y | +43.2% | -51.7% | +94.9% | +58.5% |
| All | +272.5% | +453.6% | -181.1% | +165.9% |
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