+96.7%
TFC vs PAYC
-22.2%
+118.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.4% | +3.3% | -1.4% |
| 7D | +2.2% | -7.9% | +10.1% | +3.3% |
| 30D | -2.5% | +2.1% | -4.6% | -2.8% |
| 3M | +4.5% | +61.8% | -57.2% | -3.1% |
| 6M | +11.0% | +59.9% | -49.0% | +2.6% |
| YTD | +5.9% | +38.5% | -32.6% | +0.3% |
| 1Y | +14.6% | -1.4% | +15.9% | +15.5% |
| 3Y | +96.7% | -21.0% | +117.7% | +107.9% |
| All | +96.7% | -22.2% | +118.9% | +107.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling