+3,772.8%
SHOP vs PAYC
+510.1%
+3,262.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -3.2% |
| 7D | +2.1% | -0.5% | +2.6% | +2.1% |
| 30D | -16.8% | +5.2% | -22.0% | -19.8% |
| 3M | -2.4% | +18.0% | -20.4% | -12.2% |
| 6M | +47.0% | +81.6% | -34.6% | -1.5% |
| YTD | -8.8% | +57.3% | -66.1% | -34.0% |
| 1Y | -6.3% | +49.8% | -56.1% | -30.2% |
| 3Y | +139.3% | +49.0% | +90.3% | +67.5% |
| 5Y | -12.1% | -47.8% | +35.8% | +16.7% |
| All | +3,772.8% | +510.1% | +3,262.7% | +1,159.9% |
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