+537.0%
TDG vs PAYC
+358.9%
+178.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.8% |
| 7D | -1.9% | -5.5% | +3.6% | -0.2% |
| 30D | -7.7% | +3.8% | -11.5% | -8.9% |
| 3M | -9.3% | +65.8% | -75.1% | -23.6% |
| 6M | -9.4% | +68.7% | -78.1% | -24.9% |
| YTD | -14.3% | +38.3% | -52.6% | -24.7% |
| 1Y | -11.8% | -2.4% | -9.4% | -13.8% |
| 3Y | +52.0% | -21.5% | +73.5% | +49.1% |
| 5Y | +128.8% | -52.7% | +181.5% | +158.3% |
| All | +537.0% | +358.9% | +178.1% | +279.7% |
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