+15.6%
SM vs PAYC
+510.1%
-494.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.5% | +2.6% | +4.1% |
| 7D | +10.6% | -0.5% | +11.1% | +10.8% |
| 30D | -15.0% | +5.2% | -20.1% | -17.1% |
| 3M | +1.7% | +18.0% | -16.3% | -5.7% |
| 6M | +5.9% | +81.6% | -75.8% | -20.4% |
| YTD | +79.0% | +57.3% | +21.7% | +40.9% |
| 1Y | +84.7% | +49.8% | +34.8% | +48.4% |
| 3Y | -3.5% | +49.0% | -52.4% | -25.6% |
| 5Y | +4.9% | -47.8% | +52.8% | +19.0% |
| All | +15.6% | +510.1% | -494.5% | -36.6% |
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 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