+20.1%
SM vs PAYC
+352.8%
-332.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +2.1% | -10.2% | +12.3% | +6.4% |
| 30D | +18.1% | +2.0% | +16.2% | +16.8% |
| 3M | +17.0% | +58.3% | -41.3% | -6.1% |
| 6M | +55.4% | +64.5% | -9.1% | +21.9% |
| YTD | +108.6% | +36.5% | +72.0% | +75.2% |
| 1Y | +45.7% | -1.3% | +46.9% | +39.9% |
| 3Y | -0.3% | -22.1% | +21.8% | -2.4% |
| 5Y | +113.0% | -53.3% | +166.4% | +150.2% |
| All | +20.1% | +352.8% | -332.7% | -22.5% |
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