+404.5%
SPY vs PAYC
+1,328.5%
-924.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | +4.9% | -2.3% | +1.7% |
| 30D | -2.0% | +4.1% | -6.1% | -2.9% |
| 3M | -2.8% | +11.5% | -14.2% | -5.0% |
| 6M | +2.1% | +85.3% | -83.1% | -10.7% |
| YTD | +11.5% | +57.3% | -45.8% | -0.1% |
| 1Y | +13.5% | +52.6% | -39.1% | +2.3% |
| 3Y | +77.7% | +48.3% | +29.4% | +57.7% |
| 5Y | +72.6% | -47.8% | +120.4% | +80.9% |
| 10Y | +308.2% | +515.9% | -207.7% | +188.8% |
| All | +404.5% | +1,328.5% | -924.0% | +235.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling