+5.8%
TROW vs PAYC
-0.1%
+5.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.2% |
| 7D | -3.2% | -5.5% | +2.3% | -2.9% |
| 30D | -4.6% | +3.8% | -8.4% | -4.7% |
| 3M | -0.7% | +65.8% | -66.5% | -4.1% |
| 6M | +22.2% | +68.7% | -46.5% | +17.3% |
| YTD | +6.6% | +38.3% | -31.7% | +6.0% |
| 1Y | +5.8% | -2.4% | +8.2% | +13.6% |
| All | +5.8% | -0.1% | +5.9% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling