+1,895.7%
TER vs PAYC
+329.2%
+1,566.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.8% | +3.6% |
| 7D | +12.4% | -8.7% | +21.1% | +15.2% |
| 30D | +5.1% | +1.2% | +4.0% | +4.2% |
| 3M | +4.0% | +58.6% | -54.6% | -13.4% |
| 6M | +29.5% | +56.6% | -27.1% | +5.5% |
| YTD | +98.5% | +36.2% | +62.2% | +68.2% |
| 1Y | +234.1% | -2.2% | +236.3% | +219.4% |
| 3Y | +289.0% | -22.3% | +311.3% | +279.5% |
| 5Y | +228.2% | -53.9% | +282.0% | +283.1% |
| 10Y | +1,895.7% | +347.5% | +1,548.2% | +964.8% |
| All | +1,895.7% | +329.2% | +1,566.5% | +964.8% |
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