+1,817.6%
SMH vs PAYC
+358.9%
+1,458.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.1% | +1.1% |
| 7D | +0.3% | -5.5% | +5.8% | +1.9% |
| 30D | -2.8% | +3.8% | -6.6% | -4.1% |
| 3M | -6.7% | +65.8% | -72.5% | -22.4% |
| 6M | +41.8% | +68.7% | -26.9% | +15.4% |
| YTD | +57.9% | +38.3% | +19.5% | +36.4% |
| 1Y | +87.6% | -2.4% | +90.0% | +82.3% |
| 3Y | +282.9% | -21.5% | +304.5% | +273.8% |
| 5Y | +330.4% | -52.7% | +383.1% | +393.4% |
| All | +1,817.6% | +358.9% | +1,458.7% | +925.2% |
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