+311.2%
TPR vs PAYC
+330.2%
-19.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.4% | +1.7% | -2.0% |
| 7D | -3.4% | -7.9% | +4.5% | -0.8% |
| 30D | -27.3% | +2.1% | -29.4% | -28.2% |
| 3M | -16.2% | +61.8% | -78.0% | -30.2% |
| 6M | -17.9% | +59.9% | -77.8% | -32.6% |
| YTD | -7.1% | +38.5% | -45.6% | -20.2% |
| 1Y | +13.6% | -1.4% | +15.0% | +10.1% |
| 3Y | +293.7% | -21.0% | +314.8% | +286.1% |
| 5Y | +239.1% | -52.9% | +292.0% | +287.1% |
| 10Y | +311.2% | +332.8% | -21.6% | +162.2% |
| All | +311.2% | +330.2% | -19.1% | +162.2% |
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 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