+14.5%
TFC vs PAYC
-53.8%
+68.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -1.3% | -8.7% | +7.5% | +0.4% |
| 30D | -2.3% | +1.2% | -3.5% | -2.7% |
| 3M | +2.5% | +58.6% | -56.1% | -7.5% |
| 6M | +9.5% | +56.6% | -47.1% | -1.6% |
| YTD | +5.1% | +36.2% | -31.2% | -2.9% |
| 1Y | +15.5% | -2.2% | +17.7% | +14.9% |
| 3Y | +95.2% | -22.3% | +117.5% | +97.5% |
| 5Y | +14.5% | -53.9% | +68.3% | +19.8% |
| All | +14.5% | -53.8% | +68.3% | +19.8% |
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 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