+404.4%
RGEN vs PAYC
+358.9%
+45.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.2% |
| 7D | -1.4% | -5.5% | +4.1% | +0.5% |
| 30D | -0.3% | +3.8% | -4.1% | -1.8% |
| 3M | +23.9% | +65.8% | -41.9% | +1.0% |
| 6M | +38.5% | +68.7% | -30.2% | +11.2% |
| YTD | +0.8% | +38.3% | -37.5% | -13.4% |
| 1Y | +38.2% | -2.4% | +40.6% | +34.5% |
| 3Y | +1.3% | -21.5% | +22.8% | +0.2% |
| 5Y | -44.0% | -52.7% | +8.7% | -34.6% |
| All | +404.4% | +358.9% | +45.5% | +222.6% |
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