-44.9%
S vs PAYC
-34.5%
-10.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.8% |
| 7D | +1.4% | -9.5% | +10.9% | +7.7% |
| 30D | -10.8% | +2.5% | -13.3% | -12.6% |
| 3M | +5.4% | +11.7% | -6.3% | -2.2% |
| 6M | +41.2% | +74.6% | -33.4% | -4.9% |
| YTD | +56.2% | +50.4% | +5.8% | +15.0% |
| 1Y | +36.3% | +44.0% | -7.7% | +3.1% |
| 3Y | +49.4% | +42.5% | +7.0% | +8.0% |
| 5Y | -66.9% | -50.3% | -16.6% | -52.9% |
| All | -44.9% | -34.5% | -10.3% | -22.1% |
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