+303.8%
TD vs PAYC
+358.9%
-55.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -0.5% | -5.5% | +5.0% | +0.4% |
| 30D | -1.9% | +3.8% | -5.7% | -2.6% |
| 3M | +4.8% | +65.8% | -61.1% | -5.1% |
| 6M | +28.0% | +68.7% | -40.7% | +14.8% |
| YTD | +30.3% | +38.3% | -8.0% | +20.9% |
| 1Y | +59.8% | -2.4% | +62.2% | +58.1% |
| 3Y | +124.7% | -21.5% | +146.2% | +122.8% |
| 5Y | +127.0% | -52.7% | +179.7% | +143.0% |
| All | +303.8% | +358.9% | -55.0% | +194.6% |
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