-88.0%
TMF vs PAYC
-52.1%
-35.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.9% | +0.2% |
| 7D | +1.2% | -10.2% | +11.4% | +1.9% |
| 30D | +19.7% | +6.1% | +13.6% | +19.3% |
| 3M | -2.1% | +10.1% | -12.2% | -2.7% |
| 6M | -13.4% | +88.6% | -102.1% | -17.2% |
| YTD | -16.7% | +50.0% | -66.7% | -19.2% |
| 1Y | -23.3% | +46.1% | -69.4% | -25.5% |
| 3Y | -24.8% | +51.2% | -76.0% | -27.2% |
| All | -88.0% | -52.1% | -35.9% | -88.8% |
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