+664.5%
STM vs PAYC
+329.2%
+335.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.2% |
| 7D | +1.7% | -8.7% | +10.4% | +4.8% |
| 30D | -5.2% | +1.2% | -6.3% | -5.9% |
| 3M | -29.6% | +58.6% | -88.2% | -42.4% |
| 6M | +54.4% | +56.6% | -2.3% | +24.3% |
| YTD | +99.5% | +36.2% | +63.3% | +68.6% |
| 1Y | +100.8% | -2.2% | +102.9% | +93.4% |
| 3Y | +20.2% | -22.3% | +42.5% | +17.3% |
| 5Y | +21.1% | -53.9% | +75.0% | +43.0% |
| 10Y | +664.5% | +347.5% | +317.0% | +292.7% |
| All | +664.5% | +329.2% | +335.3% | +292.7% |
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