+84.9%
SPYG vs PAYC
-54.0%
+138.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | -1.8% | -10.2% | +8.4% | +0.3% |
| 30D | -1.9% | +2.0% | -3.9% | -2.4% |
| 3M | +5.2% | +58.3% | -53.1% | -5.7% |
| 6M | +15.6% | +64.5% | -48.9% | +2.0% |
| YTD | +12.4% | +36.5% | -24.1% | +3.4% |
| 1Y | +17.5% | -1.3% | +18.7% | +16.7% |
| 3Y | +98.1% | -22.1% | +120.2% | +102.3% |
| 5Y | +84.9% | -53.3% | +138.2% | +101.3% |
| All | +84.9% | -54.0% | +138.9% | +101.3% |
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 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