-47.8%
S vs PAYC
-31.5%
-16.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.0% | +4.9% | -2.9% | -1.1% |
| 30D | -2.7% | +4.1% | -6.8% | -5.7% |
| 3M | -6.9% | +11.5% | -18.3% | -13.6% |
| 6M | +38.1% | +85.3% | -47.2% | -10.5% |
| YTD | +48.0% | +57.3% | -9.3% | +5.9% |
| 1Y | +34.5% | +52.6% | -18.1% | -2.0% |
| 3Y | +38.3% | +48.3% | -10.0% | -2.5% |
| 5Y | -70.9% | -47.8% | -23.1% | -59.8% |
| All | -47.8% | -31.5% | -16.2% | -28.3% |
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