+266.1%
XYL vs PAYC
+1,158.0%
-892.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.4% | +8.4% | +4.1% |
| 7D | +1.8% | -7.9% | +9.7% | +3.5% |
| 30D | -9.2% | +2.1% | -11.4% | -9.8% |
| 3M | -0.3% | +61.8% | -62.0% | -10.8% |
| 6M | -11.0% | +59.9% | -70.9% | -20.8% |
| YTD | -19.2% | +38.5% | -57.7% | -26.1% |
| 1Y | -21.2% | -1.4% | -19.8% | -22.6% |
| 3Y | +18.6% | -21.0% | +39.6% | +16.8% |
| 5Y | -14.3% | -52.9% | +38.6% | -7.7% |
| 10Y | +141.0% | +332.8% | -191.8% | +75.2% |
| All | +266.1% | +1,158.0% | -892.0% | +137.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling