+579.5%
SIMO vs PAYC
+329.2%
+250.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.4% |
| 7D | +14.5% | -8.7% | +23.3% | +16.3% |
| 30D | +20.4% | +1.2% | +19.3% | +19.7% |
| 3M | +7.1% | +58.6% | -51.5% | -4.1% |
| 6M | +129.2% | +56.6% | +72.6% | +104.2% |
| YTD | +201.9% | +36.2% | +165.7% | +176.4% |
| 1Y | +235.5% | -2.2% | +237.7% | +230.7% |
| 3Y | +463.8% | -22.3% | +486.1% | +460.6% |
| 5Y | +306.7% | -53.9% | +360.6% | +345.4% |
| 10Y | +579.5% | +347.5% | +232.0% | +316.9% |
| All | +579.5% | +329.2% | +250.3% | +316.9% |
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