+125.1%
RY vs PAYC
-48.2%
+173.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.6% | +4.9% | -4.3% | +0.1% |
| 30D | +5.0% | +4.1% | +0.9% | +4.6% |
| 3M | -5.3% | +11.5% | -16.8% | -6.4% |
| 6M | +13.8% | +85.3% | -71.5% | +6.5% |
| YTD | +21.0% | +57.3% | -36.3% | +14.9% |
| 1Y | +40.5% | +52.6% | -12.1% | +33.9% |
| 3Y | +159.7% | +48.3% | +111.4% | +146.0% |
| All | +125.1% | -48.2% | +173.3% | +145.6% |
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