+152.3%
W vs PAYC
+352.8%
-200.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +0.5% | -10.2% | +10.7% | +6.5% |
| 30D | -5.6% | +2.0% | -7.5% | -7.2% |
| 3M | +41.9% | +58.3% | -16.4% | +4.3% |
| 6M | +30.2% | +64.5% | -34.3% | -8.8% |
| YTD | -2.9% | +36.5% | -39.5% | -25.0% |
| 1Y | +11.6% | -1.3% | +12.8% | +4.4% |
| 3Y | +37.0% | -22.1% | +59.1% | +32.8% |
| 5Y | -62.8% | -53.3% | -9.5% | -48.3% |
| All | +152.3% | +352.8% | -200.5% | +53.0% |
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