+358.3%
SE vs PAYC
+219.9%
+138.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | -0.5% |
| 7D | -1.5% | -0.5% | -1.0% | -1.4% |
| 30D | -22.3% | +5.2% | -27.5% | -24.6% |
| 3M | -41.8% | +18.0% | -59.8% | -46.9% |
| 6M | -22.4% | +81.6% | -104.0% | -44.7% |
| YTD | -41.6% | +57.3% | -98.8% | -56.4% |
| 1Y | -48.0% | +49.8% | -97.8% | -60.3% |
| 3Y | +63.9% | +49.0% | +14.9% | +15.8% |
| 5Y | -78.2% | -47.8% | -30.3% | -73.4% |
| All | +358.3% | +219.9% | +138.4% | +169.2% |
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