+32.8%
SMTC vs PAYC
-47.7%
+80.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.5% | -7.2% | -5.3% |
| 7D | +30.5% | -0.5% | +31.0% | +30.4% |
| 30D | -30.9% | +5.2% | -36.0% | -32.2% |
| 3M | -14.7% | +18.0% | -32.7% | -19.7% |
| 6M | -9.6% | +81.6% | -91.2% | -27.1% |
| YTD | +62.1% | +57.3% | +4.8% | +35.7% |
| 1Y | +66.6% | +49.8% | +16.8% | +41.8% |
| 3Y | +718.1% | +49.0% | +669.1% | +576.0% |
| 5Y | +32.8% | -47.8% | +80.6% | +85.5% |
| All | +32.8% | -47.7% | +80.5% | +85.5% |
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 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