+349.4%
RY vs PAYC
+510.1%
-160.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -3.0% | -0.9% |
| 7D | -0.5% | -0.5% | -0.1% | -0.5% |
| 30D | +4.7% | +5.2% | -0.4% | +3.8% |
| 3M | -4.5% | +18.0% | -22.5% | -7.3% |
| 6M | +12.5% | +81.6% | -69.1% | +0.6% |
| YTD | +21.1% | +57.3% | -36.1% | +10.3% |
| 1Y | +38.6% | +49.8% | -11.2% | +27.3% |
| 3Y | +160.2% | +49.0% | +111.2% | +133.6% |
| 5Y | +124.7% | -47.8% | +172.5% | +137.6% |
| All | +349.4% | +510.1% | -160.7% | +225.7% |
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