+253.9%
XLI vs PAYC
+358.9%
-105.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.8% |
| 7D | -1.7% | -5.5% | +3.9% | -0.6% |
| 30D | -7.3% | +3.8% | -11.0% | -8.1% |
| 3M | -1.3% | +65.8% | -67.2% | -12.2% |
| 6M | +2.2% | +68.7% | -66.5% | -10.1% |
| YTD | +11.7% | +38.3% | -26.6% | +2.2% |
| 1Y | +14.3% | -2.4% | +16.6% | +12.8% |
| 3Y | +70.3% | -21.5% | +91.9% | +69.1% |
| 5Y | +82.3% | -52.7% | +135.0% | +97.4% |
| All | +253.9% | +358.9% | -105.0% | +149.8% |
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