+487.9%
SHW vs PAYC
+1,229.9%
-742.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.7% | +4.1% | +1.1% |
| 7D | -3.2% | -2.9% | -0.4% | -2.7% |
| 30D | -9.5% | +32.8% | -42.3% | -14.8% |
| 3M | +11.5% | +69.3% | -57.8% | 0.0% |
| 6M | -3.5% | +74.0% | -77.5% | -14.6% |
| YTD | +3.7% | +46.4% | -42.7% | -5.3% |
| 1Y | -7.9% | +4.2% | -12.1% | -10.2% |
| 3Y | +24.7% | -19.7% | +44.4% | +23.2% |
| 5Y | +13.6% | -52.0% | +65.6% | +20.7% |
| 10Y | +283.0% | +356.9% | -73.9% | +187.3% |
| All | +487.9% | +1,229.9% | -742.0% | +303.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling