+114.4%
TROW vs PAYC
+1,137.5%
-1,023.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.1% |
| 7D | -1.5% | -8.7% | +7.2% | +0.8% |
| 30D | -5.3% | +1.2% | -6.5% | -5.7% |
| 3M | +2.9% | +58.6% | -55.7% | -10.5% |
| 6M | +22.2% | +56.6% | -34.4% | +5.7% |
| YTD | +8.1% | +36.2% | -28.2% | -3.3% |
| 1Y | +5.8% | -2.2% | +8.0% | +3.5% |
| 3Y | +14.0% | -22.3% | +36.3% | +12.8% |
| 5Y | -38.3% | -53.9% | +15.6% | -31.3% |
| 10Y | +131.7% | +347.5% | -215.8% | +70.1% |
| All | +114.4% | +1,137.5% | -1,023.1% | +44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling