+188.9%
TECH vs PAYC
+329.2%
-140.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.6% | +0.4% |
| 7D | -0.1% | -8.7% | +8.7% | +2.7% |
| 30D | +0.3% | +1.2% | -0.9% | -0.3% |
| 3M | +32.9% | +58.6% | -25.7% | +12.7% |
| 6M | +32.1% | +56.6% | -24.6% | +12.1% |
| YTD | +23.4% | +36.2% | -12.9% | +9.0% |
| 1Y | +34.1% | -2.2% | +36.2% | +31.0% |
| 3Y | +2.2% | -22.3% | +24.5% | +1.6% |
| 5Y | -41.8% | -53.9% | +12.0% | -34.3% |
| 10Y | +188.9% | +347.5% | -158.6% | +82.8% |
| All | +188.9% | +329.2% | -140.3% | +82.8% |
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