+215.2%
XLY vs PAYC
+358.9%
-143.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.5% |
| 7D | -1.7% | -5.5% | +3.8% | -0.3% |
| 30D | -4.2% | +3.8% | -8.0% | -5.2% |
| 3M | -2.7% | +65.8% | -68.5% | -16.3% |
| 6M | -0.6% | +68.7% | -69.3% | -15.8% |
| YTD | -5.0% | +38.3% | -43.4% | -15.3% |
| 1Y | -4.1% | -2.4% | -1.7% | -5.8% |
| 3Y | +33.6% | -21.5% | +55.1% | +32.2% |
| 5Y | +28.7% | -52.7% | +81.4% | +42.6% |
| All | +215.2% | +358.9% | -143.7% | +113.9% |
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