+173.0%
SIMO vs PAYC
-52.7%
+225.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.0% | +5.7% |
| 7D | -8.2% | -11.1% | +3.0% | -7.3% |
| 30D | -34.6% | +1.8% | -36.4% | -34.8% |
| 3M | -32.6% | +10.2% | -42.8% | -33.5% |
| 6M | -31.8% | +73.5% | -105.3% | -36.6% |
| YTD | +87.6% | +49.4% | +38.2% | +77.8% |
| 1Y | +86.7% | +47.2% | +39.5% | +77.2% |
| 3Y | +227.4% | +44.4% | +183.0% | +210.2% |
| 5Y | +173.0% | -52.1% | +225.1% | +293.0% |
| All | +173.0% | -52.7% | +225.7% | +293.0% |
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