+389.7%
TPR vs PAYC
+451.9%
-62.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.8% | +2.6% |
| 7D | +12.7% | -11.1% | +23.8% | +16.7% |
| 30D | +17.1% | +1.8% | +15.2% | +15.8% |
| 3M | -15.9% | +10.2% | -26.1% | -19.4% |
| 6M | +2.6% | +73.5% | -70.9% | -17.3% |
| YTD | +7.5% | +49.4% | -41.9% | -10.5% |
| 1Y | +32.9% | +47.2% | -14.3% | +11.1% |
| 3Y | +413.8% | +44.4% | +369.4% | +316.6% |
| 5Y | +263.9% | -52.1% | +316.0% | +316.6% |
| 10Y | +389.7% | +474.3% | -84.5% | +209.6% |
| All | +389.7% | +451.9% | -62.2% | +209.6% |
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