+377.9%
TPR vs PAYC
+454.0%
-76.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | +0.6% |
| 7D | +14.2% | -10.2% | +24.4% | +17.9% |
| 30D | +17.1% | +6.1% | +10.9% | +14.3% |
| 3M | -17.7% | +10.1% | -27.8% | -21.1% |
| 6M | -10.2% | +88.6% | -98.8% | -30.2% |
| YTD | +4.9% | +50.0% | -45.1% | -12.7% |
| 1Y | +36.1% | +46.1% | -9.9% | +14.1% |
| 3Y | +416.5% | +51.2% | +365.3% | +311.5% |
| 5Y | +254.8% | -51.7% | +306.4% | +304.7% |
| All | +377.9% | +454.0% | -76.0% | +201.8% |
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