+2,945.6%
SHOP vs PAYC
+351.9%
+2,593.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.6% | -3.8% | -4.5% |
| 7D | -10.6% | -8.7% | -1.9% | -5.6% |
| 30D | -18.3% | +1.2% | -19.5% | -18.7% |
| 3M | +14.8% | +58.6% | -43.8% | -14.9% |
| 6M | -5.0% | +56.6% | -61.6% | -29.5% |
| YTD | -21.2% | +36.2% | -57.5% | -36.9% |
| 1Y | -11.6% | -2.2% | -9.4% | -14.2% |
| 3Y | +101.2% | -22.3% | +123.5% | +99.1% |
| 5Y | -15.7% | -53.9% | +38.2% | +19.3% |
| All | +2,945.6% | +351.9% | +2,593.8% | +1,365.5% |
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