+304.8%
RL vs PAYC
+329.2%
-24.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -2.9% |
| 7D | -0.3% | -8.7% | +8.5% | +2.0% |
| 30D | -17.5% | +1.2% | -18.7% | -17.9% |
| 3M | -14.0% | +58.6% | -72.6% | -24.5% |
| 6M | -2.0% | +56.6% | -58.6% | -14.7% |
| YTD | -4.6% | +36.2% | -40.8% | -14.2% |
| 1Y | +9.5% | -2.2% | +11.7% | +7.6% |
| 3Y | +200.5% | -22.3% | +222.8% | +198.4% |
| 5Y | +226.3% | -53.9% | +280.1% | +262.8% |
| 10Y | +304.8% | +347.5% | -42.7% | +217.4% |
| All | +304.8% | +329.2% | -24.4% | +217.4% |
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