+384.6%
SAN vs PAYC
-53.1%
+437.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | +0.3% |
| 7D | +3.3% | -7.9% | +11.2% | +4.6% |
| 30D | +1.1% | +2.1% | -1.0% | +0.7% |
| 3M | +22.2% | +61.8% | -39.6% | +12.3% |
| 6M | +36.0% | +59.9% | -23.9% | +24.5% |
| YTD | +28.2% | +38.5% | -10.3% | +20.3% |
| 1Y | +54.1% | -1.4% | +55.5% | +54.0% |
| 3Y | +354.2% | -21.0% | +375.2% | +360.9% |
| All | +384.6% | -53.1% | +437.7% | +393.3% |
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 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