+95.4%
TRMB vs PAYC
+510.1%
-414.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | +4.9% | -2.0% | +0.9% |
| 30D | -5.9% | +4.1% | -10.0% | -7.7% |
| 3M | -3.3% | +11.5% | -14.8% | -7.9% |
| 6M | +1.3% | +85.3% | -83.9% | -22.5% |
| YTD | -29.0% | +57.3% | -86.3% | -42.6% |
| 1Y | -27.8% | +52.6% | -80.3% | -41.0% |
| 3Y | +36.3% | +48.3% | -12.0% | +8.2% |
| 5Y | -35.8% | -47.8% | +12.0% | -27.2% |
| All | +95.4% | +510.1% | -414.8% | -10.1% |
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