+75.7%
TFC vs PAYC
+510.1%
-434.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +2.3% | +4.9% | -2.6% | +1.0% |
| 30D | +10.8% | +4.1% | +6.7% | +9.5% |
| 3M | -3.8% | +11.5% | -15.2% | -6.8% |
| 6M | +9.6% | +85.3% | -75.7% | -8.9% |
| YTD | +5.8% | +57.3% | -51.5% | -9.0% |
| 1Y | +16.2% | +52.6% | -36.4% | +0.7% |
| 3Y | +96.0% | +48.3% | +47.7% | +66.8% |
| 5Y | +1.7% | -47.8% | +49.5% | +10.4% |
| All | +75.7% | +510.1% | -434.5% | +8.0% |
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