+340.7%
SMTC vs PAYC
+510.1%
-169.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | +11.0% | +4.9% | +6.2% | +9.1% |
| 30D | -28.5% | +4.1% | -32.6% | -30.1% |
| 3M | -14.2% | +11.5% | -25.7% | -19.1% |
| 6M | -18.0% | +85.3% | -103.3% | -38.6% |
| YTD | +55.5% | +57.3% | -1.8% | +22.0% |
| 1Y | +69.5% | +52.6% | +17.0% | +34.4% |
| 3Y | +699.7% | +48.3% | +651.4% | +514.1% |
| 5Y | +27.4% | -47.8% | +75.2% | +44.1% |
| All | +340.7% | +510.1% | -169.4% | +87.6% |
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