+209.8%
RSP vs PAYC
+329.2%
-119.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -0.6% |
| 7D | -1.8% | -8.7% | +6.9% | +0.1% |
| 30D | -2.5% | +1.2% | -3.7% | -2.9% |
| 3M | +3.0% | +58.6% | -55.6% | -8.3% |
| 6M | +8.9% | +56.6% | -47.7% | -3.4% |
| YTD | +13.0% | +36.2% | -23.3% | +3.1% |
| 1Y | +16.2% | -2.2% | +18.4% | +14.4% |
| 3Y | +52.7% | -22.3% | +75.0% | +51.6% |
| 5Y | +50.5% | -53.9% | +104.3% | +64.6% |
| 10Y | +209.8% | +347.5% | -137.7% | +113.8% |
| All | +209.8% | +329.2% | -119.4% | +113.8% |
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