+132.2%
XRT vs PAYC
+510.1%
-377.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.5% | -4.4% | -2.5% |
| 7D | -0.4% | -0.5% | 0.0% | -0.4% |
| 30D | +7.5% | +5.2% | +2.4% | +6.0% |
| 3M | +2.3% | +18.0% | -15.6% | -2.4% |
| 6M | +12.8% | +81.6% | -68.8% | -6.0% |
| YTD | +7.1% | +57.3% | -50.2% | -8.1% |
| 1Y | +12.3% | +49.8% | -37.6% | -2.3% |
| 3Y | +57.0% | +49.0% | +8.0% | +33.1% |
| 5Y | -4.3% | -47.8% | +43.5% | +3.3% |
| All | +132.2% | +510.1% | -377.8% | +39.7% |
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