+274.7%
RSP vs PAYC
+1,229.9%
-955.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +0.2% |
| 7D | -0.8% | -2.9% | +2.1% | -0.2% |
| 30D | -0.3% | +32.8% | -33.1% | -6.4% |
| 3M | +4.3% | +69.3% | -65.0% | -7.1% |
| 6M | +8.8% | +74.0% | -65.2% | -4.1% |
| YTD | +15.3% | +46.4% | -31.2% | +4.8% |
| 1Y | +18.3% | +4.2% | +14.1% | +15.2% |
| 3Y | +52.8% | -19.7% | +72.5% | +50.8% |
| 5Y | +51.7% | -52.0% | +103.7% | +61.7% |
| 10Y | +208.5% | +356.9% | -148.4% | +123.2% |
| All | +274.7% | +1,229.9% | -955.2% | +148.0% |
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