+338.6%
SPGI vs PAYC
+535.4%
-196.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | -0.2% |
| 7D | -1.4% | -9.5% | +8.1% | +1.5% |
| 30D | +15.3% | +3.3% | +12.0% | +14.0% |
| 3M | +16.5% | +14.5% | +2.0% | +11.7% |
| 6M | +19.8% | +76.0% | -56.2% | -0.7% |
| YTD | -3.2% | +53.4% | -56.6% | -16.8% |
| 1Y | +1.8% | +43.8% | -42.0% | -10.9% |
| 3Y | +30.6% | +45.3% | -14.7% | +9.7% |
| 5Y | +16.0% | -48.9% | +64.9% | +27.1% |
| 10Y | +338.6% | +500.5% | -161.9% | +138.5% |
| All | +338.6% | +535.4% | -196.8% | +138.5% |
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