-38.7%
TRMB vs PAYC
-53.8%
+15.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.7% |
| 7D | -2.9% | -8.7% | +5.9% | +0.5% |
| 30D | -1.8% | +1.2% | -2.9% | -2.3% |
| 3M | +8.4% | +58.6% | -50.2% | -11.2% |
| 6M | -18.5% | +56.6% | -75.1% | -33.5% |
| YTD | -26.7% | +36.2% | -63.0% | -36.9% |
| 1Y | -28.3% | -2.2% | -26.1% | -29.6% |
| 3Y | +12.6% | -22.3% | +34.9% | +15.7% |
| 5Y | -38.7% | -53.9% | +15.2% | -25.2% |
| All | -38.7% | -53.8% | +15.1% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling