+194.0%
STT vs PAYC
+510.1%
-316.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +4.8% | +4.9% | -0.1% | +3.5% |
| 30D | +3.9% | +4.1% | -0.2% | +2.7% |
| 3M | -8.2% | +11.5% | -19.6% | -10.9% |
| 6M | +15.6% | +85.3% | -69.7% | -3.2% |
| YTD | +37.6% | +57.3% | -19.6% | +19.2% |
| 1Y | +50.1% | +52.6% | -2.4% | +31.0% |
| 3Y | +183.1% | +48.3% | +134.8% | +142.4% |
| 5Y | +104.8% | -47.8% | +152.7% | +120.0% |
| All | +194.0% | +510.1% | -316.2% | +87.9% |
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