-22.3%
RMD vs PAYC
-54.0%
+31.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -4.2% | -10.2% | +6.0% | -2.2% |
| 30D | -2.1% | +2.0% | -4.0% | -2.5% |
| 3M | +13.8% | +58.3% | -44.5% | +3.0% |
| 6M | -10.6% | +64.5% | -75.1% | -20.2% |
| YTD | -8.1% | +36.5% | -44.6% | -14.9% |
| 1Y | -18.0% | -1.3% | -16.7% | -18.8% |
| 3Y | +52.9% | -22.1% | +75.0% | +54.1% |
| 5Y | -22.3% | -53.3% | +31.1% | -21.3% |
| All | -22.3% | -54.0% | +31.8% | -21.3% |
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 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