-53.5%
S vs PAYC
-39.8%
-13.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -1.1% |
| 7D | -0.7% | -5.5% | +4.9% | +2.7% |
| 30D | -11.4% | +3.8% | -15.2% | -13.5% |
| 3M | +33.8% | +65.8% | -32.0% | -6.4% |
| 6M | +39.5% | +68.7% | -29.2% | -3.9% |
| YTD | +31.7% | +38.3% | -6.7% | +2.6% |
| 1Y | +7.0% | -2.4% | +9.4% | +4.1% |
| 3Y | +11.8% | -21.5% | +33.3% | +14.5% |
| 5Y | -69.0% | -52.7% | -16.3% | -53.6% |
| All | -53.5% | -39.8% | -13.8% | -30.5% |
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 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