+227.4%
SIMO vs PAYC
+43.1%
+184.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.0% | +5.7% |
| 7D | -8.2% | -11.1% | +3.0% | -8.3% |
| 30D | -34.6% | +1.8% | -36.4% | -34.6% |
| 3M | -32.6% | +10.2% | -42.8% | -32.9% |
| 6M | -31.8% | +73.5% | -105.3% | -33.6% |
| YTD | +87.6% | +49.4% | +38.2% | +87.6% |
| 1Y | +86.7% | +47.2% | +39.5% | +87.1% |
| 3Y | +227.4% | +44.4% | +183.0% | +241.9% |
| All | +227.4% | +43.1% | +184.3% | +241.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling