+407.5%
SIMO vs PAYC
+474.5%
-67.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.4% | -1.9% |
| 7D | -16.0% | -9.5% | -6.5% | -14.4% |
| 30D | -35.8% | +2.5% | -38.2% | -36.3% |
| 3M | -26.5% | +11.7% | -38.1% | -28.7% |
| 6M | -33.0% | +74.6% | -107.6% | -41.9% |
| YTD | +84.3% | +50.4% | +34.0% | +64.2% |
| 1Y | +82.0% | +44.0% | +38.0% | +63.6% |
| 3Y | +218.5% | +42.5% | +176.0% | +180.1% |
| 5Y | +175.0% | -50.3% | +225.3% | +198.1% |
| 10Y | +407.5% | +521.2% | -113.7% | +151.2% |
| All | +407.5% | +474.5% | -67.0% | +151.2% |
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