+208.9%
W vs PAYC
+510.1%
-301.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -4.1% |
| 7D | -1.7% | -0.5% | -1.2% | -1.6% |
| 30D | +3.2% | +5.2% | -1.9% | +0.1% |
| 3M | +8.3% | +18.0% | -9.7% | -2.4% |
| 6M | +84.3% | +81.6% | +2.7% | +22.5% |
| YTD | +11.0% | +57.3% | -46.2% | -21.7% |
| 1Y | -0.2% | +49.8% | -50.0% | -27.5% |
| 3Y | +157.9% | +49.0% | +108.9% | +80.2% |
| 5Y | -56.8% | -47.8% | -8.9% | -42.7% |
| All | +208.9% | +510.1% | -301.2% | +47.4% |
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