-35.7%
U vs PAYC
-19.5%
-16.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +3.5% |
| 7D | +5.5% | -5.5% | +11.0% | +9.8% |
| 30D | -1.3% | +3.8% | -5.1% | -4.6% |
| 3M | +64.6% | +65.8% | -1.2% | +8.9% |
| 6M | +119.4% | +68.7% | +50.7% | +39.8% |
| YTD | -0.5% | +38.3% | -38.8% | -25.6% |
| 1Y | +1.3% | -2.4% | +3.7% | -0.9% |
| 3Y | +15.6% | -21.5% | +37.2% | +18.0% |
| 5Y | -67.5% | -52.7% | -14.8% | -46.7% |
| All | -35.7% | -19.5% | -16.2% | -32.0% |
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