+194.4%
STT vs PAYC
+510.1%
-315.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.9% |
| 7D | +5.1% | -0.5% | +5.6% | +5.2% |
| 30D | -0.2% | +5.2% | -5.4% | -1.6% |
| 3M | -8.1% | +18.0% | -26.1% | -12.2% |
| 6M | +16.6% | +81.6% | -65.0% | -1.8% |
| YTD | +37.8% | +57.3% | -19.4% | +19.4% |
| 1Y | +46.8% | +49.8% | -3.0% | +28.8% |
| 3Y | +181.2% | +49.0% | +132.2% | +140.4% |
| 5Y | +105.1% | -47.8% | +153.0% | +120.3% |
| All | +194.4% | +510.1% | -315.7% | +88.2% |
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 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