+113.8%
SYY vs PAYC
+358.9%
-245.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.8% |
| 7D | +3.9% | -5.5% | +9.5% | +5.1% |
| 30D | -1.7% | +3.8% | -5.5% | -2.7% |
| 3M | +5.2% | +65.8% | -60.6% | -6.7% |
| 6M | -0.2% | +68.7% | -68.9% | -12.6% |
| YTD | +15.4% | +38.3% | -23.0% | +5.1% |
| 1Y | +5.6% | -2.4% | +8.0% | +4.1% |
| 3Y | +28.9% | -21.5% | +50.4% | +27.4% |
| 5Y | +24.1% | -52.7% | +76.8% | +35.1% |
| All | +113.8% | +358.9% | -245.0% | +39.9% |
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