+328.6%
TMO vs PAYC
+358.9%
-30.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.8% |
| 7D | -0.6% | -5.5% | +4.9% | +0.6% |
| 30D | +1.1% | +3.8% | -2.7% | +0.2% |
| 3M | +28.3% | +65.8% | -37.5% | +12.8% |
| 6M | +23.3% | +68.7% | -45.4% | +7.3% |
| YTD | +5.5% | +38.3% | -32.9% | -4.1% |
| 1Y | +24.5% | -2.4% | +26.9% | +22.5% |
| 3Y | +19.6% | -21.5% | +41.1% | +18.4% |
| 5Y | +8.1% | -52.7% | +60.8% | +17.2% |
| All | +328.6% | +358.9% | -30.2% | +188.9% |
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 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