+42.0%
SOFI vs PAYC
-50.0%
+92.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.1% |
| 7D | -4.9% | -5.5% | +0.6% | -2.0% |
| 30D | -3.5% | +3.8% | -7.2% | -5.6% |
| 3M | +3.9% | +65.8% | -61.9% | -26.2% |
| 6M | -6.5% | +68.7% | -75.2% | -35.6% |
| YTD | -33.8% | +38.3% | -72.2% | -48.9% |
| 1Y | -33.3% | -2.4% | -30.9% | -35.5% |
| 3Y | +94.6% | -21.5% | +116.2% | +98.4% |
| 5Y | +13.3% | -52.7% | +66.0% | +69.6% |
| All | +42.0% | -50.0% | +92.0% | +103.7% |
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 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