+444.1%
STM vs PAYC
+474.5%
-30.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.1% |
| 7D | -7.9% | -9.5% | +1.6% | -4.6% |
| 30D | -14.1% | +2.5% | -16.6% | -15.3% |
| 3M | -17.6% | +11.7% | -29.3% | -21.7% |
| 6M | -24.2% | +74.6% | -98.9% | -41.2% |
| YTD | +73.3% | +50.4% | +22.9% | +40.0% |
| 1Y | +90.1% | +44.0% | +46.1% | +56.1% |
| 3Y | +10.3% | +42.5% | -32.1% | -12.6% |
| 5Y | -5.7% | -50.3% | +44.5% | +8.7% |
| 10Y | +444.1% | +521.2% | -77.1% | +149.7% |
| All | +444.1% | +474.5% | -30.4% | +149.7% |
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