+62.5%
SLB vs PAYC
-52.1%
+114.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.1% | +5.6% | +1.1% |
| 7D | -7.1% | -10.2% | +3.1% | -6.0% |
| 30D | +4.1% | +6.1% | -2.1% | +3.3% |
| 3M | -2.6% | +10.1% | -12.7% | -3.9% |
| 6M | -8.6% | +88.6% | -97.2% | -15.9% |
| YTD | +32.2% | +50.0% | -17.8% | +24.9% |
| 1Y | +40.7% | +46.1% | -5.4% | +33.5% |
| 3Y | -4.5% | +51.2% | -55.7% | -9.5% |
| All | +62.5% | -52.1% | +114.7% | +88.1% |
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