+16.3%
STZ vs PAYC
+510.1%
-493.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.6% | +4.9% | -2.3% | +1.7% |
| 30D | +15.2% | +4.1% | +11.1% | +14.3% |
| 3M | +7.6% | +11.5% | -3.8% | +5.5% |
| 6M | +5.3% | +85.3% | -80.0% | -6.6% |
| YTD | +8.6% | +57.3% | -48.6% | -1.4% |
| 1Y | +15.6% | +52.6% | -37.0% | +5.4% |
| 3Y | -35.2% | +48.3% | -83.4% | -41.8% |
| 5Y | -29.1% | -47.8% | +18.8% | -24.7% |
| All | +16.3% | +510.1% | -493.8% | -26.5% |
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