+120.1%
SMTC vs PAYC
-52.9%
+173.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +4.7% |
| 7D | +13.1% | -5.5% | +18.6% | +14.7% |
| 30D | +19.5% | +3.8% | +15.7% | +17.3% |
| 3M | +2.2% | +65.8% | -63.6% | -14.4% |
| 6M | +94.9% | +68.7% | +26.2% | +59.7% |
| YTD | +127.0% | +38.3% | +88.6% | +98.3% |
| 1Y | +174.6% | -2.4% | +177.0% | +171.8% |
| 3Y | +615.9% | -21.5% | +637.5% | +632.3% |
| All | +120.1% | -52.9% | +173.0% | +156.7% |
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