+123.3%
RY vs PAYC
-52.1%
+175.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.1% | +3.8% | -0.8% |
| 7D | -0.9% | -10.2% | +9.3% | +0.1% |
| 30D | +5.9% | +6.1% | -0.3% | +5.2% |
| 3M | -4.3% | +10.1% | -14.3% | -5.2% |
| 6M | +12.1% | +88.6% | -76.5% | +4.5% |
| YTD | +20.3% | +50.0% | -29.7% | +14.8% |
| 1Y | +41.0% | +46.1% | -5.1% | +34.9% |
| 3Y | +157.5% | +51.2% | +106.4% | +143.1% |
| All | +123.3% | -52.1% | +175.5% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling