+499.6%
SMTC vs PAYC
+352.8%
+146.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | +17.5% | -10.2% | +27.7% | +21.7% |
| 30D | +21.3% | +2.0% | +19.3% | +19.3% |
| 3M | +3.1% | +58.3% | -55.1% | -16.3% |
| 6M | +81.7% | +64.5% | +17.2% | +42.8% |
| YTD | +115.9% | +36.5% | +79.4% | +81.2% |
| 1Y | +157.8% | -1.3% | +159.1% | +145.0% |
| 3Y | +557.3% | -22.1% | +579.4% | +541.9% |
| 5Y | +114.7% | -53.3% | +168.0% | +152.4% |
| All | +499.6% | +352.8% | +146.7% | +207.5% |
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