+286.6%
SONY vs PAYC
+358.9%
-72.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.3% |
| 7D | -2.7% | -5.5% | +2.8% | -1.5% |
| 30D | +1.5% | +3.8% | -2.3% | +0.7% |
| 3M | +13.0% | +65.8% | -52.8% | +0.7% |
| 6M | +11.2% | +68.7% | -57.5% | -2.0% |
| YTD | -6.6% | +38.3% | -45.0% | -14.4% |
| 1Y | -18.1% | -2.4% | -15.7% | -19.1% |
| 3Y | +42.1% | -21.5% | +63.6% | +40.9% |
| 5Y | +11.0% | -52.7% | +63.8% | +20.5% |
| All | +286.6% | +358.9% | -72.3% | +153.5% |
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 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