+252.8%
SPOT vs PAYC
+114.7%
+138.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.3% |
| 7D | -3.1% | -5.5% | +2.4% | -1.2% |
| 30D | +7.4% | +3.8% | +3.6% | +5.9% |
| 3M | +8.2% | +65.8% | -57.6% | -11.4% |
| 6M | +2.2% | +68.7% | -66.5% | -17.5% |
| YTD | -9.5% | +38.3% | -47.8% | -22.0% |
| 1Y | -23.8% | -2.4% | -21.5% | -25.7% |
| 3Y | +233.5% | -21.5% | +255.0% | +225.7% |
| 5Y | +112.2% | -52.7% | +164.9% | +148.2% |
| All | +252.8% | +114.7% | +138.2% | +142.8% |
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