+1,931.8%
SIMO vs PAYC
+1,229.9%
+701.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.7% | +12.4% | +9.4% |
| 7D | +4.2% | -2.9% | +7.1% | +4.7% |
| 30D | +4.1% | +32.8% | -28.7% | -1.6% |
| 3M | -12.9% | +69.3% | -82.2% | -22.5% |
| 6M | +110.3% | +74.0% | +36.4% | +84.5% |
| YTD | +178.6% | +46.4% | +132.2% | +152.4% |
| 1Y | +220.0% | +4.2% | +215.8% | +211.3% |
| 3Y | +409.0% | -19.7% | +428.8% | +402.2% |
| 5Y | +277.3% | -52.0% | +329.3% | +304.3% |
| 10Y | +506.6% | +356.9% | +149.7% | +290.8% |
| All | +1,931.8% | +1,229.9% | +701.9% | +1,024.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling