-44.4%
TOST vs PAYC
-50.8%
+6.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +4.0% | -11.1% | +15.2% | +11.2% |
| 30D | +11.1% | +1.8% | +9.2% | +9.7% |
| 3M | +0.8% | +10.2% | -9.4% | -5.5% |
| 6M | +38.8% | +73.5% | -34.7% | -4.7% |
| YTD | -2.1% | +49.4% | -51.5% | -26.7% |
| 1Y | -6.0% | +47.2% | -53.2% | -29.1% |
| 3Y | +149.8% | +44.4% | +105.3% | +79.3% |
| 5Y | -42.8% | -52.1% | +9.3% | +4.7% |
| All | -44.4% | -50.8% | +6.4% | -1.5% |
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