-53.1%
TE vs PAYC
-21.5%
-31.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.3% |
| 7D | +0.2% | -5.5% | +5.7% | +1.5% |
| 30D | -5.9% | +3.8% | -9.7% | -7.2% |
| 3M | -45.6% | +65.8% | -111.4% | -54.1% |
| 6M | -43.4% | +68.7% | -112.1% | -53.3% |
| YTD | -31.0% | +38.3% | -69.3% | -39.9% |
| 1Y | +145.2% | -2.4% | +147.6% | +140.7% |
| 3Y | -24.1% | -21.5% | -2.5% | -23.8% |
| 5Y | -48.1% | -52.7% | +4.6% | -44.8% |
| All | -53.1% | -21.5% | -31.6% | -51.2% |
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