+112.2%
SM vs PAYC
-53.8%
+166.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.0% |
| 7D | -0.2% | -8.7% | +8.5% | +1.9% |
| 30D | +20.3% | +1.2% | +19.1% | +19.7% |
| 3M | +22.9% | +58.6% | -35.7% | +7.3% |
| 6M | +47.8% | +56.6% | -8.8% | +29.0% |
| YTD | +107.5% | +36.2% | +71.2% | +87.1% |
| 1Y | +51.7% | -2.2% | +53.9% | +49.7% |
| 3Y | -0.9% | -22.3% | +21.4% | +0.1% |
| 5Y | +112.2% | -53.9% | +166.1% | +184.3% |
| All | +112.2% | -53.8% | +166.1% | +184.3% |
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