+70.3%
T vs PAYC
+358.9%
-288.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.8% |
| 7D | +1.5% | -5.5% | +7.0% | +2.1% |
| 30D | +7.5% | +3.8% | +3.7% | +7.0% |
| 3M | +14.8% | +65.8% | -51.0% | +8.1% |
| 6M | -1.7% | +68.7% | -70.4% | -7.9% |
| YTD | +8.7% | +38.3% | -29.7% | +3.9% |
| 1Y | -7.5% | -2.4% | -5.1% | -8.0% |
| 3Y | +110.2% | -21.5% | +131.8% | +109.8% |
| 5Y | +71.6% | -52.7% | +124.4% | +78.8% |
| All | +70.3% | +358.9% | -288.6% | +37.8% |
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