+154.8%
SO vs PAYC
+352.8%
-198.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -1.1% | -10.2% | +9.0% | 0.0% |
| 30D | -3.7% | +2.0% | -5.7% | -4.0% |
| 3M | -5.9% | +58.3% | -64.2% | -11.4% |
| 6M | -7.3% | +64.5% | -71.8% | -13.5% |
| YTD | +3.1% | +36.5% | -33.4% | -1.7% |
| 1Y | -1.0% | -1.3% | +0.3% | -1.8% |
| 3Y | +43.2% | -22.1% | +65.4% | +42.7% |
| 5Y | +59.1% | -53.3% | +112.4% | +67.4% |
| All | +154.8% | +352.8% | -198.1% | +106.8% |
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