+213.6%
RF vs PAYC
+510.1%
-296.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +1.9% | +4.9% | -2.9% | +0.6% |
| 30D | +7.3% | +4.1% | +3.2% | +6.0% |
| 3M | -7.9% | +11.5% | -19.4% | -10.9% |
| 6M | +10.5% | +85.3% | -74.8% | -8.8% |
| YTD | +9.6% | +57.3% | -47.6% | -6.3% |
| 1Y | +20.3% | +52.6% | -32.3% | +3.7% |
| 3Y | +119.5% | +48.3% | +71.3% | +86.1% |
| 5Y | +48.2% | -47.8% | +96.0% | +60.9% |
| All | +213.6% | +510.1% | -296.5% | +88.2% |
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