+12.9%
SHW vs PAYC
-53.8%
+66.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | 0.0% | -1.4% |
| 7D | -3.2% | -8.7% | +5.5% | -1.7% |
| 30D | -11.4% | +1.2% | -12.6% | -11.6% |
| 3M | +3.5% | +58.6% | -55.1% | -5.7% |
| 6M | -3.4% | +56.6% | -60.0% | -12.2% |
| YTD | -0.3% | +36.2% | -36.6% | -7.1% |
| 1Y | -10.4% | -2.2% | -8.2% | -10.5% |
| 3Y | +21.3% | -22.3% | +43.6% | +23.0% |
| 5Y | +12.9% | -53.9% | +66.7% | +19.1% |
| All | +12.9% | -53.8% | +66.7% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling