+62.0%
SPG vs PAYC
+352.8%
-290.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -2.2% | -10.2% | +8.0% | +0.6% |
| 30D | -5.8% | +2.0% | -7.7% | -6.4% |
| 3M | -2.8% | +58.3% | -61.1% | -15.6% |
| 6M | +8.9% | +64.5% | -55.6% | -7.4% |
| YTD | +14.3% | +36.5% | -22.2% | +2.0% |
| 1Y | +19.5% | -1.3% | +20.8% | +16.7% |
| 3Y | +106.9% | -22.1% | +129.0% | +104.0% |
| 5Y | +108.7% | -53.3% | +162.1% | +132.8% |
| All | +62.0% | +352.8% | -290.9% | +15.5% |
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