+447.8%
SCHG vs PAYC
+358.9%
+89.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.5% |
| 7D | -1.0% | -5.5% | +4.5% | +0.5% |
| 30D | -1.3% | +3.8% | -5.0% | -2.4% |
| 3M | +5.4% | +65.8% | -60.4% | -9.8% |
| 6M | +14.4% | +68.7% | -54.3% | -3.5% |
| YTD | +8.0% | +38.3% | -30.3% | -4.0% |
| 1Y | +12.7% | -2.4% | +15.1% | +10.5% |
| 3Y | +85.6% | -21.5% | +107.2% | +82.9% |
| 5Y | +85.5% | -52.7% | +138.2% | +107.3% |
| All | +447.8% | +358.9% | +89.0% | +258.5% |
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