+324.2%
SMH vs PAYC
-54.0%
+378.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.7% | -2.5% |
| 7D | +1.4% | -10.2% | +11.6% | +3.8% |
| 30D | -2.2% | +2.0% | -4.2% | -2.8% |
| 3M | -1.9% | +58.3% | -60.1% | -13.8% |
| 6M | +41.0% | +64.5% | -23.5% | +21.0% |
| YTD | +55.6% | +36.5% | +19.0% | +40.5% |
| 1Y | +86.8% | -1.3% | +88.1% | +86.4% |
| 3Y | +277.7% | -22.1% | +299.8% | +289.9% |
| 5Y | +324.2% | -53.3% | +377.5% | +393.2% |
| All | +324.2% | -54.0% | +378.2% | +393.2% |
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 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