-22.6%
XYL vs PAYC
-48.2%
+25.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.7% | +4.9% | -8.6% | -4.6% |
| 30D | -8.3% | +4.1% | -12.5% | -9.0% |
| 3M | -21.4% | +11.5% | -32.9% | -23.1% |
| 6M | -12.9% | +85.3% | -98.2% | -23.5% |
| YTD | -30.1% | +57.3% | -87.3% | -36.8% |
| 1Y | -35.2% | +52.6% | -87.7% | -41.1% |
| 3Y | -0.8% | +48.3% | -49.0% | -11.9% |
| All | -22.6% | -48.2% | +25.6% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling