+584.5%
RIO vs PAYC
+358.9%
+225.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | +0.4% |
| 7D | -3.2% | -5.5% | +2.3% | -2.4% |
| 30D | +0.9% | +3.8% | -2.9% | +0.3% |
| 3M | -1.4% | +65.8% | -67.2% | -9.5% |
| 6M | +10.9% | +68.7% | -57.8% | +1.0% |
| YTD | +31.2% | +38.3% | -7.1% | +23.0% |
| 1Y | +67.9% | -2.4% | +70.3% | +66.7% |
| 3Y | +88.8% | -21.5% | +110.3% | +87.9% |
| 5Y | +93.1% | -52.7% | +145.8% | +105.6% |
| All | +584.5% | +358.9% | +225.7% | +440.1% |
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