+338.6%
SPGI vs PAYC
+510.1%
-171.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -2.1% |
| 7D | -0.8% | -0.5% | -0.4% | -0.8% |
| 30D | +14.3% | +5.2% | +9.1% | +12.4% |
| 3M | +14.5% | +18.0% | -3.5% | +8.8% |
| 6M | +17.3% | +81.6% | -64.4% | -3.7% |
| YTD | -4.6% | +57.3% | -61.8% | -18.6% |
| 1Y | +0.8% | +49.8% | -49.1% | -12.9% |
| 3Y | +28.8% | +49.0% | -20.2% | +7.3% |
| 5Y | +14.0% | -47.8% | +61.8% | +24.1% |
| All | +338.6% | +510.1% | -171.5% | +138.6% |
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