+273.5%
SHW vs PAYC
+352.8%
-79.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -4.5% | -10.2% | +5.7% | -2.3% |
| 30D | -12.7% | +2.0% | -14.7% | -13.1% |
| 3M | +4.7% | +58.3% | -53.6% | -6.1% |
| 6M | -3.4% | +64.5% | -67.9% | -14.9% |
| YTD | -1.3% | +36.5% | -37.9% | -9.7% |
| 1Y | -10.4% | -1.3% | -9.1% | -11.8% |
| 3Y | +20.1% | -22.1% | +42.2% | +19.3% |
| 5Y | +10.5% | -53.3% | +63.8% | +20.1% |
| All | +273.5% | +352.8% | -79.3% | +180.9% |
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