+22.7%
SYY vs PAYC
-54.0%
+76.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +1.5% | -10.2% | +11.7% | +2.7% |
| 30D | -2.3% | +2.0% | -4.3% | -2.6% |
| 3M | +5.5% | +58.3% | -52.8% | -0.4% |
| 6M | -1.0% | +64.5% | -65.5% | -7.3% |
| YTD | +14.1% | +36.5% | -22.4% | +9.3% |
| 1Y | +5.6% | -1.3% | +6.8% | +5.8% |
| 3Y | +27.9% | -22.1% | +50.0% | +30.0% |
| 5Y | +22.7% | -53.3% | +76.1% | +28.5% |
| All | +22.7% | -54.0% | +76.7% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling