+124.8%
XRT vs PAYC
+329.2%
-204.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.2% |
| 7D | -2.4% | -8.7% | +6.3% | -0.1% |
| 30D | -6.9% | +1.2% | -8.1% | -7.4% |
| 3M | -0.4% | +58.6% | -59.0% | -13.3% |
| 6M | +2.2% | +56.6% | -54.4% | -11.5% |
| YTD | -0.7% | +36.2% | -36.9% | -11.0% |
| 1Y | -2.0% | -2.2% | +0.2% | -3.8% |
| 3Y | +41.0% | -22.3% | +63.3% | +39.9% |
| 5Y | -3.3% | -53.9% | +50.6% | +7.3% |
| 10Y | +124.8% | +347.5% | -222.7% | +55.6% |
| All | +124.8% | +329.2% | -204.4% | +55.6% |
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