+237.8%
TMUS vs PAYC
+510.1%
-272.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +4.9% | +4.9% | 0.0% | +4.0% |
| 30D | +7.7% | +4.1% | +3.6% | +6.8% |
| 3M | -6.8% | +11.5% | -18.3% | -8.8% |
| 6M | -9.7% | +85.3% | -95.0% | -19.9% |
| YTD | -15.0% | +57.3% | -72.2% | -22.8% |
| 1Y | -19.1% | +52.6% | -71.7% | -26.2% |
| 3Y | +21.4% | +48.3% | -26.9% | +8.5% |
| 5Y | +51.2% | -47.8% | +99.0% | +59.2% |
| All | +237.8% | +510.1% | -272.4% | +121.6% |
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