+12.9%
STZ vs PAYC
+523.1%
-510.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +5.3% | -9.5% | +14.9% | +7.2% |
| 30D | +19.6% | +2.5% | +17.1% | +19.1% |
| 3M | +10.0% | +11.7% | -1.7% | +7.8% |
| 6M | -0.3% | +74.6% | -74.9% | -10.5% |
| YTD | +8.6% | +50.4% | -41.8% | -0.7% |
| 1Y | +16.6% | +44.0% | -27.4% | +7.5% |
| 3Y | -34.8% | +42.5% | -77.3% | -41.1% |
| 5Y | -27.8% | -50.3% | +22.4% | -22.7% |
| All | +12.9% | +523.1% | -510.2% | -28.3% |
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