+86.5%
SPG vs PAYC
-51.4%
+137.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +5.6% | -9.5% | +15.1% | +7.4% |
| 30D | +17.6% | +2.5% | +15.1% | +17.0% |
| 3M | +7.5% | +11.7% | -4.2% | +5.1% |
| 6M | +18.5% | +74.6% | -56.1% | +5.5% |
| YTD | +30.9% | +50.4% | -19.5% | +19.3% |
| 1Y | +34.1% | +44.0% | -9.9% | +23.3% |
| 3Y | +135.5% | +42.5% | +93.0% | +113.4% |
| 5Y | +86.5% | -50.3% | +136.8% | +122.3% |
| All | +86.5% | -51.4% | +137.9% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling