+290.0%
SPGI vs PAYC
+351.9%
-61.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -0.9% | -2.1% |
| 7D | -3.1% | -8.7% | +5.7% | -0.5% |
| 30D | +2.0% | +1.2% | +0.9% | +1.7% |
| 3M | +4.3% | +58.6% | -54.3% | -10.2% |
| 6M | -0.2% | +56.6% | -56.9% | -14.3% |
| YTD | -14.8% | +36.2% | -51.0% | -23.8% |
| 1Y | -18.5% | -2.2% | -16.4% | -20.1% |
| 3Y | +16.0% | -22.3% | +38.2% | +14.5% |
| 5Y | +2.2% | -53.9% | +56.1% | +14.9% |
| All | +290.0% | +351.9% | -61.9% | +139.3% |
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 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