+303.6%
SIMO vs PAYC
-53.3%
+356.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.4% | +11.6% | +6.7% |
| 7D | +14.6% | -7.9% | +22.5% | +15.4% |
| 30D | +6.2% | +2.1% | +4.1% | +5.8% |
| 3M | +3.6% | +61.8% | -58.2% | -2.7% |
| 6M | +130.8% | +59.9% | +70.9% | +115.9% |
| YTD | +195.8% | +38.5% | +157.3% | +182.8% |
| 1Y | +225.0% | -1.4% | +226.4% | +228.7% |
| 3Y | +452.3% | -21.0% | +473.3% | +465.6% |
| 5Y | +303.6% | -52.9% | +356.5% | +358.1% |
| All | +303.6% | -53.3% | +356.9% | +358.1% |
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