+43.0%
TMUS vs PAYC
-53.3%
+96.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.5% | +0.7% |
| 7D | -0.3% | -7.9% | +7.6% | +0.7% |
| 30D | +3.1% | +2.1% | +1.0% | +2.8% |
| 3M | +2.4% | +61.8% | -59.4% | -3.4% |
| 6M | -17.1% | +59.9% | -77.0% | -21.9% |
| YTD | -9.1% | +38.5% | -47.6% | -13.1% |
| 1Y | -23.6% | -1.4% | -22.3% | -24.4% |
| 3Y | +38.8% | -21.0% | +59.8% | +39.4% |
| 5Y | +43.0% | -52.9% | +95.9% | +27.2% |
| All | +43.0% | -53.3% | +96.3% | +27.2% |
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