+319.7%
RL vs PAYC
+510.1%
-190.5%
-55.1%
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 | +2.6% | +4.9% | -2.3% | +1.3% |
| 30D | +2.9% | +4.1% | -1.2% | +1.8% |
| 3M | 0.0% | +11.5% | -11.5% | -3.0% |
| 6M | +17.1% | +85.3% | -68.2% | -2.1% |
| YTD | +10.1% | +57.3% | -47.1% | -4.9% |
| 1Y | +17.3% | +52.6% | -35.2% | +2.1% |
| 3Y | +249.3% | +48.3% | +201.1% | +197.0% |
| 5Y | +240.9% | -47.8% | +288.7% | +270.6% |
| All | +319.7% | +510.1% | -190.5% | +197.3% |
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