+139.2%
SLB vs PAYC
-53.3%
+192.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.1% |
| 7D | +0.4% | -7.9% | +8.3% | +1.3% |
| 30D | +13.6% | +2.1% | +11.5% | +13.2% |
| 3M | +1.5% | +61.8% | -60.3% | -4.4% |
| 6M | +23.0% | +59.9% | -36.9% | +15.6% |
| YTD | +51.2% | +38.5% | +12.7% | +44.6% |
| 1Y | +63.5% | -1.4% | +64.9% | +63.8% |
| 3Y | +2.5% | -21.0% | +23.5% | +2.9% |
| 5Y | +139.2% | -52.9% | +192.1% | +160.6% |
| All | +139.2% | -53.3% | +192.5% | +160.6% |
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