+995.4%
TER vs PAYC
+510.1%
+485.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +4.9% | +9.5% | +12.8% |
| 30D | -30.6% | +4.1% | -34.7% | -31.6% |
| 3M | -39.2% | +11.5% | -50.7% | -41.7% |
| 6M | -31.3% | +85.3% | -116.6% | -46.3% |
| YTD | +29.1% | +57.3% | -28.2% | +3.8% |
| 1Y | +47.4% | +52.6% | -5.1% | +19.8% |
| 3Y | +191.2% | +48.3% | +143.0% | +130.3% |
| 5Y | +74.0% | -47.8% | +121.8% | +96.8% |
| All | +995.4% | +510.1% | +485.3% | +391.2% |
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