+473.0%
RMD vs PAYC
+1,229.9%
-756.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | +0.4% |
| 7D | -5.0% | -2.9% | -2.1% | -4.4% |
| 30D | +2.2% | +32.8% | -30.5% | -4.2% |
| 3M | +17.8% | +69.3% | -51.4% | +4.8% |
| 6M | -11.3% | +74.0% | -85.3% | -22.2% |
| YTD | -4.4% | +46.4% | -50.8% | -13.2% |
| 1Y | -15.7% | +4.2% | -19.9% | -18.0% |
| 3Y | +47.7% | -19.7% | +67.5% | +45.6% |
| 5Y | -19.2% | -52.0% | +32.8% | -13.7% |
| 10Y | +280.4% | +356.9% | -76.5% | +180.8% |
| All | +473.0% | +1,229.9% | -756.9% | +302.0% |
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