+345.3%
SAN vs PAYC
+358.9%
-13.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +0.9% | +2.0% |
| 7D | +0.2% | -5.5% | +5.7% | +1.3% |
| 30D | +0.9% | +3.8% | -2.8% | +0.1% |
| 3M | +19.1% | +65.8% | -46.7% | +5.9% |
| 6M | +33.2% | +68.7% | -35.5% | +17.0% |
| YTD | +29.1% | +38.3% | -9.2% | +18.0% |
| 1Y | +50.2% | -2.4% | +52.6% | +48.2% |
| 3Y | +351.0% | -21.5% | +372.6% | +347.3% |
| 5Y | +394.7% | -52.7% | +447.4% | +436.9% |
| All | +345.3% | +358.9% | -13.6% | +198.5% |
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