+167.6%
SYK vs PAYC
+352.8%
-185.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -12.3% | -10.2% | -2.2% | -9.8% |
| 30D | -22.4% | +2.0% | -24.4% | -22.9% |
| 3M | -12.3% | +58.3% | -70.6% | -23.0% |
| 6M | -24.3% | +64.5% | -88.8% | -34.7% |
| YTD | -22.8% | +36.5% | -59.3% | -30.3% |
| 1Y | -28.8% | -1.3% | -27.5% | -30.1% |
| 3Y | -4.0% | -22.1% | +18.2% | -4.9% |
| 5Y | +3.8% | -53.3% | +57.2% | +15.3% |
| All | +167.6% | +352.8% | -185.3% | +65.8% |
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