+109.0%
SPG vs PAYC
+510.1%
-401.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.0% | +4.9% | -2.9% | +0.7% |
| 30D | +17.2% | +4.1% | +13.1% | +15.8% |
| 3M | +6.3% | +11.5% | -5.1% | +2.8% |
| 6M | +18.7% | +85.3% | -66.6% | -2.0% |
| YTD | +30.1% | +57.3% | -27.2% | +11.3% |
| 1Y | +32.8% | +52.6% | -19.8% | +14.5% |
| 3Y | +133.6% | +48.3% | +85.3% | +96.2% |
| 5Y | +84.4% | -47.8% | +132.2% | +101.3% |
| All | +109.0% | +510.1% | -401.2% | +46.6% |
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