+219.1%
TER vs PAYC
-53.3%
+272.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.4% | +9.6% | +5.2% |
| 7D | +11.0% | -7.9% | +18.8% | +12.6% |
| 30D | -1.9% | +2.1% | -4.0% | -2.6% |
| 3M | -0.7% | +61.8% | -62.4% | -12.6% |
| 6M | +36.4% | +59.9% | -23.6% | +18.1% |
| YTD | +92.4% | +38.5% | +53.9% | +73.4% |
| 1Y | +213.5% | -1.4% | +214.9% | +217.7% |
| 3Y | +277.2% | -21.0% | +298.2% | +296.2% |
| 5Y | +219.1% | -52.9% | +272.0% | +276.3% |
| All | +219.1% | -53.3% | +272.4% | +276.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling