+302.7%
ROST vs PAYC
+352.8%
-50.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -2.5% | -10.2% | +7.7% | 0.0% |
| 30D | -10.3% | +2.0% | -12.2% | -10.8% |
| 3M | -2.6% | +58.3% | -60.9% | -13.9% |
| 6M | +6.5% | +64.5% | -58.0% | -7.6% |
| YTD | +25.9% | +36.5% | -10.6% | +14.0% |
| 1Y | +52.3% | -1.3% | +53.6% | +49.4% |
| 3Y | +94.6% | -22.1% | +116.7% | +92.3% |
| 5Y | +111.1% | -53.3% | +164.4% | +132.5% |
| All | +302.7% | +352.8% | -50.1% | +190.7% |
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