-17.3%
SLB vs PAYC
+474.5%
-491.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -4.3% | -9.5% | +5.2% | -2.2% |
| 30D | +1.9% | +2.5% | -0.5% | +1.2% |
| 3M | -5.7% | +11.7% | -17.4% | -8.3% |
| 6M | -5.3% | +74.6% | -80.0% | -17.7% |
| YTD | +32.2% | +50.4% | -18.2% | +17.7% |
| 1Y | +38.5% | +44.0% | -5.5% | +24.7% |
| 3Y | +1.1% | +42.5% | -41.3% | -10.6% |
| 5Y | +70.3% | -50.3% | +120.5% | +84.5% |
| 10Y | -17.3% | +521.2% | -538.5% | -39.1% |
| All | -17.3% | +474.5% | -491.8% | -39.1% |
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 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