+375.5%
RY vs PAYC
+329.2%
+46.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.8% |
| 7D | -0.5% | -8.7% | +8.2% | +0.9% |
| 30D | -1.9% | +1.2% | -3.1% | -2.2% |
| 3M | +5.1% | +58.6% | -53.5% | -3.5% |
| 6M | +28.2% | +56.6% | -28.4% | +17.3% |
| YTD | +22.9% | +36.2% | -13.4% | +14.9% |
| 1Y | +45.5% | -2.2% | +47.7% | +44.0% |
| 3Y | +156.7% | -22.3% | +179.0% | +155.5% |
| 5Y | +137.7% | -53.9% | +191.6% | +154.8% |
| 10Y | +375.5% | +347.5% | +28.0% | +255.2% |
| All | +375.5% | +329.2% | +46.3% | +255.2% |
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