+115.9%
SPG vs PAYC
+535.4%
-419.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.4% |
| 7D | +2.7% | -9.5% | +12.2% | +5.4% |
| 30D | +16.6% | +3.3% | +13.3% | +15.3% |
| 3M | +8.1% | +14.5% | -6.4% | +3.7% |
| 6M | +19.3% | +76.0% | -56.7% | 0.0% |
| YTD | +31.1% | +53.4% | -22.3% | +12.9% |
| 1Y | +32.8% | +43.8% | -11.0% | +16.5% |
| 3Y | +135.8% | +45.3% | +90.5% | +99.1% |
| 5Y | +85.1% | -48.9% | +134.0% | +103.1% |
| 10Y | +115.9% | +500.5% | -384.6% | +52.1% |
| All | +115.9% | +535.4% | -419.5% | +52.1% |
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