+357.0%
TPR vs PAYC
+510.1%
-153.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.1% | -1.4% |
| 7D | -1.1% | -0.5% | -0.7% | -1.1% |
| 30D | +15.1% | +5.2% | +9.9% | +12.7% |
| 3M | -13.4% | +18.0% | -31.4% | -18.9% |
| 6M | +1.4% | +81.6% | -80.3% | -19.6% |
| YTD | +4.8% | +57.3% | -52.5% | -14.3% |
| 1Y | +29.2% | +49.8% | -20.6% | +7.5% |
| 3Y | +403.7% | +49.0% | +354.7% | +304.3% |
| 5Y | +230.8% | -47.8% | +278.7% | +267.9% |
| All | +357.0% | +510.1% | -153.1% | +175.6% |
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