+60.2%
SCHD vs PAYC
-52.9%
+113.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | -2.0% | -5.5% | +3.6% | -1.2% |
| 30D | -0.4% | +3.8% | -4.2% | -1.0% |
| 3M | +5.7% | +65.8% | -60.1% | -1.8% |
| 6M | +11.9% | +68.7% | -56.8% | +3.2% |
| YTD | +26.4% | +38.3% | -11.9% | +19.8% |
| 1Y | +27.6% | -2.4% | +30.0% | +27.2% |
| 3Y | +54.9% | -21.5% | +76.5% | +55.7% |
| All | +60.2% | -52.9% | +113.0% | +59.7% |
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