+212.7%
ROL vs PAYC
+510.1%
-297.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | -1.9% |
| 7D | -1.7% | -0.5% | -1.2% | -1.6% |
| 30D | +18.5% | +5.2% | +13.4% | +17.4% |
| 3M | +4.3% | +18.0% | -13.6% | +1.1% |
| 6M | -27.7% | +81.6% | -109.4% | -36.0% |
| YTD | -35.8% | +57.3% | -93.0% | -42.0% |
| 1Y | -34.1% | +49.8% | -83.9% | -39.9% |
| 3Y | +2.9% | +49.0% | -46.0% | -8.2% |
| 5Y | +12.7% | -47.8% | +60.6% | +19.0% |
| All | +212.7% | +510.1% | -297.4% | +92.2% |
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