+296.0%
XBI vs PAYC
+1,140.1%
-844.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -4.6% | -10.2% | +5.6% | -1.6% |
| 30D | -0.8% | +2.0% | -2.8% | -1.5% |
| 3M | +21.8% | +58.3% | -36.4% | +4.3% |
| 6M | +23.2% | +64.5% | -41.3% | +3.1% |
| YTD | +28.7% | +36.5% | -7.8% | +13.4% |
| 1Y | +67.8% | -1.3% | +69.0% | +62.9% |
| 3Y | +100.6% | -22.1% | +122.8% | +96.3% |
| 5Y | +19.8% | -53.3% | +73.1% | +34.7% |
| 10Y | +159.7% | +348.5% | -188.7% | +51.0% |
| All | +296.0% | +1,140.1% | -844.2% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling