+113.6%
TRMB vs PAYC
+352.8%
-239.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -5.4% | -10.2% | +4.8% | -1.5% |
| 30D | -2.0% | +2.0% | -3.9% | -2.8% |
| 3M | +12.3% | +58.3% | -45.9% | -7.7% |
| 6M | -17.6% | +64.5% | -82.1% | -33.9% |
| YTD | -27.5% | +36.5% | -64.0% | -37.6% |
| 1Y | -29.1% | -1.3% | -27.8% | -30.9% |
| 3Y | +11.5% | -22.1% | +33.6% | +12.1% |
| 5Y | -39.5% | -53.3% | +13.9% | -28.3% |
| All | +113.6% | +352.8% | -239.2% | +15.2% |
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