+133.2%
XRT vs PAYC
+510.1%
-376.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.7% | +4.9% | -3.1% | +0.4% |
| 30D | +7.5% | +4.1% | +3.4% | +6.2% |
| 3M | +2.2% | +11.5% | -9.3% | -1.0% |
| 6M | +14.7% | +85.3% | -70.6% | -5.0% |
| YTD | +7.5% | +57.3% | -49.8% | -7.7% |
| 1Y | +14.1% | +52.6% | -38.4% | -1.2% |
| 3Y | +58.8% | +48.3% | +10.5% | +34.8% |
| 5Y | -3.9% | -47.8% | +43.9% | +3.8% |
| All | +133.2% | +510.1% | -376.9% | +40.3% |
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