+348.0%
RIO vs PAYC
+1,229.9%
-881.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.1% | +1.0% |
| 7D | 0.0% | -2.9% | +2.8% | +0.4% |
| 30D | +4.0% | +32.8% | -28.8% | -0.8% |
| 3M | +0.1% | +69.3% | -69.2% | -8.4% |
| 6M | +12.7% | +74.0% | -61.3% | +2.1% |
| YTD | +35.6% | +46.4% | -10.8% | +25.9% |
| 1Y | +73.7% | +4.2% | +69.5% | +70.3% |
| 3Y | +93.3% | -19.7% | +113.0% | +91.3% |
| 5Y | +92.4% | -52.0% | +144.5% | +102.9% |
| 10Y | +606.9% | +356.9% | +250.1% | +393.5% |
| All | +348.0% | +1,229.9% | -881.8% | +166.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling