+503.1%
SMTC vs PAYC
+1,229.9%
-726.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -3.7% | +12.9% | +10.4% |
| 7D | +12.7% | -2.9% | +15.6% | +13.7% |
| 30D | +22.0% | +32.8% | -10.8% | +10.1% |
| 3M | -12.7% | +69.3% | -82.0% | -28.9% |
| 6M | +64.8% | +74.0% | -9.2% | +30.8% |
| YTD | +100.7% | +46.4% | +54.3% | +68.1% |
| 1Y | +146.9% | +4.2% | +142.7% | +132.0% |
| 3Y | +456.8% | -19.7% | +476.6% | +441.6% |
| 5Y | +89.2% | -52.0% | +141.3% | +115.0% |
| 10Y | +426.9% | +356.9% | +70.0% | +208.9% |
| All | +503.1% | +1,229.9% | -726.7% | +188.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling