+354.3%
RY vs PAYC
+535.4%
-181.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.2% |
| 7D | -3.0% | -9.5% | +6.5% | -1.4% |
| 30D | +6.3% | +3.3% | +3.0% | +5.6% |
| 3M | -2.6% | +14.5% | -17.1% | -5.0% |
| 6M | +13.9% | +76.0% | -62.1% | +2.4% |
| YTD | +21.7% | +53.4% | -31.7% | +11.3% |
| 1Y | +40.4% | +43.8% | -3.4% | +29.9% |
| 3Y | +161.3% | +45.3% | +116.0% | +135.7% |
| 5Y | +126.5% | -48.9% | +175.4% | +140.2% |
| 10Y | +354.3% | +500.5% | -146.2% | +230.7% |
| All | +354.3% | +535.4% | -181.1% | +230.7% |
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