+15.1%
STZ vs PAYC
+494.9%
-479.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -2.9% | -1.3% |
| 7D | -0.9% | -9.5% | +8.6% | +0.8% |
| 30D | +14.9% | +3.3% | +11.7% | +14.3% |
| 3M | +8.4% | +14.5% | -6.1% | +5.8% |
| 6M | +2.8% | +76.0% | -73.2% | -7.9% |
| YTD | +7.5% | +53.4% | -45.8% | -2.0% |
| 1Y | +12.5% | +43.8% | -31.3% | +3.9% |
| 3Y | -35.4% | +45.3% | -80.7% | -41.9% |
| 5Y | -29.3% | -48.9% | +19.6% | -24.7% |
| All | +15.1% | +494.9% | -479.8% | -27.0% |
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