+156.8%
SRE vs PAYC
+1,158.0%
-1,001.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.4% | +7.1% | +2.4% |
| 7D | +1.4% | -7.9% | +9.3% | +2.5% |
| 30D | +1.9% | +2.1% | -0.2% | +1.5% |
| 3M | -3.3% | +61.8% | -65.0% | -9.9% |
| 6M | -6.4% | +59.9% | -66.4% | -13.0% |
| YTD | -1.8% | +38.5% | -40.3% | -7.2% |
| 1Y | +10.7% | -1.4% | +12.1% | +9.7% |
| 3Y | +31.8% | -21.0% | +52.8% | +31.0% |
| 5Y | +49.2% | -52.9% | +102.1% | +56.2% |
| 10Y | +118.5% | +332.8% | -214.3% | +77.9% |
| All | +156.8% | +1,158.0% | -1,001.2% | +99.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling