-1.8%
RMD vs PAYC
-47.7%
+45.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | -0.1% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +1.9% | +5.2% | -3.2% | +0.8% |
| 3M | +6.3% | +18.0% | -11.7% | +2.7% |
| 6M | +18.2% | +81.6% | -63.4% | +3.7% |
| YTD | +0.3% | +57.3% | -57.0% | -10.0% |
| 1Y | -4.3% | +49.8% | -54.1% | -13.2% |
| 3Y | +71.3% | +49.0% | +22.3% | +52.8% |
| 5Y | -1.8% | -47.8% | +46.1% | +11.6% |
| All | -1.8% | -47.7% | +45.9% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling