+184.4%
ROP vs PAYC
+510.1%
-325.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.7% | +4.9% | -4.2% | -0.5% |
| 30D | +28.8% | +4.1% | +24.7% | +27.5% |
| 3M | +21.1% | +11.5% | +9.6% | +17.8% |
| 6M | +52.5% | +85.3% | -32.7% | +29.8% |
| YTD | +8.9% | +57.3% | -48.4% | -4.1% |
| 1Y | +8.2% | +52.6% | -44.3% | -4.0% |
| 3Y | -5.2% | +48.3% | -53.4% | -17.4% |
| 5Y | +1.7% | -47.8% | +49.6% | +8.5% |
| All | +184.4% | +510.1% | -325.8% | +60.2% |
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