+145.7%
TRU vs PAYC
+358.9%
-213.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.5% |
| 7D | -2.7% | -5.5% | +2.8% | -0.7% |
| 30D | -2.0% | +3.8% | -5.8% | -3.4% |
| 3M | +18.4% | +65.8% | -47.4% | -3.5% |
| 6M | +8.9% | +68.7% | -59.8% | -12.5% |
| YTD | -8.9% | +38.3% | -47.3% | -21.2% |
| 1Y | -15.9% | -2.4% | -13.5% | -17.5% |
| 3Y | -1.1% | -21.5% | +20.5% | -1.1% |
| 5Y | -35.2% | -52.7% | +17.5% | -24.9% |
| All | +145.7% | +358.9% | -213.2% | +41.7% |
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