+19.0%
SPGI vs PAYC
-22.2%
+41.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.4% | +2.2% | -2.2% |
| 7D | -2.5% | -7.9% | +5.4% | -1.0% |
| 30D | +5.4% | +2.1% | +3.3% | +5.0% |
| 3M | +9.0% | +61.8% | -52.7% | -1.1% |
| 6M | +0.8% | +59.9% | -59.2% | -8.7% |
| YTD | -12.6% | +38.5% | -51.1% | -19.3% |
| 1Y | -16.1% | -1.4% | -14.8% | -19.2% |
| 3Y | +19.0% | -21.0% | +40.0% | +17.0% |
| All | +19.0% | -22.2% | +41.2% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling