+302.0%
TRV vs PAYC
+358.9%
-56.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.9% |
| 7D | +1.9% | -5.5% | +7.4% | +2.8% |
| 30D | +1.7% | +3.8% | -2.1% | +1.1% |
| 3M | +23.9% | +65.8% | -41.9% | +13.8% |
| 6M | +26.3% | +68.7% | -42.4% | +15.1% |
| YTD | +30.8% | +38.3% | -7.5% | +22.7% |
| 1Y | +36.3% | -2.4% | +38.7% | +35.1% |
| 3Y | +145.0% | -21.5% | +166.6% | +143.8% |
| 5Y | +163.9% | -52.7% | +216.6% | +180.2% |
| All | +302.0% | +358.9% | -56.8% | +200.6% |
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 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