+88.2%
XLRE vs PAYC
+358.9%
-270.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.6% |
| 7D | -1.2% | -5.5% | +4.3% | -0.1% |
| 30D | -2.4% | +3.8% | -6.2% | -3.2% |
| 3M | -2.5% | +65.8% | -68.3% | -13.1% |
| 6M | +4.0% | +68.7% | -64.7% | -8.3% |
| YTD | +9.3% | +38.3% | -29.1% | +0.2% |
| 1Y | +5.6% | -2.4% | +8.0% | +4.2% |
| 3Y | +31.3% | -21.5% | +52.8% | +30.2% |
| 5Y | +9.5% | -52.7% | +62.3% | +18.3% |
| All | +88.2% | +358.9% | -270.6% | +30.0% |
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