+81.7%
SPY vs PAYC
-53.8%
+135.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | -0.2% |
| 7D | -0.4% | -8.7% | +8.4% | +1.2% |
| 30D | -1.4% | +1.2% | -2.5% | -1.7% |
| 3M | +3.7% | +58.6% | -54.9% | -5.4% |
| 6M | +13.0% | +56.6% | -43.6% | +2.7% |
| YTD | +12.4% | +36.2% | -23.8% | +4.8% |
| 1Y | +18.5% | -2.2% | +20.7% | +18.1% |
| 3Y | +77.6% | -22.3% | +99.9% | +80.6% |
| 5Y | +81.7% | -53.9% | +135.5% | +92.9% |
| All | +81.7% | -53.8% | +135.5% | +92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling