+315.1%
SCHD vs PAYC
+1,137.5%
-822.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | -2.6% | -8.7% | +6.1% | -1.3% |
| 30D | -0.3% | +1.2% | -1.5% | -0.5% |
| 3M | +6.1% | +58.6% | -52.5% | -2.0% |
| 6M | +11.7% | +56.6% | -44.9% | +3.0% |
| YTD | +26.3% | +36.2% | -9.9% | +18.7% |
| 1Y | +28.8% | -2.2% | +30.9% | +27.3% |
| 3Y | +55.0% | -22.3% | +77.3% | +54.1% |
| 5Y | +60.0% | -53.9% | +113.9% | +68.5% |
| 10Y | +243.1% | +347.5% | -104.4% | +164.6% |
| All | +315.1% | +1,137.5% | -822.4% | +201.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling