+337.7%
SHW vs PAYC
+510.1%
-172.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.9% | +4.9% | -2.9% | +0.8% |
| 30D | +8.1% | +4.1% | +3.9% | +7.1% |
| 3M | -2.8% | +11.5% | -14.2% | -5.2% |
| 6M | +15.0% | +85.3% | -70.2% | -1.0% |
| YTD | +9.0% | +57.3% | -48.3% | -3.6% |
| 1Y | +4.5% | +52.6% | -48.1% | -6.9% |
| 3Y | +41.9% | +48.3% | -6.4% | +24.2% |
| 5Y | +10.7% | -47.8% | +58.6% | +18.3% |
| All | +337.7% | +510.1% | -172.5% | +201.4% |
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