+566.1%
XYZ vs PAYC
+510.1%
+56.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.5% | -6.6% | -5.7% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | +7.0% | +5.2% | +1.9% | +3.1% |
| 3M | +5.1% | +18.0% | -12.9% | -6.4% |
| 6M | +14.1% | +81.6% | -67.6% | -28.2% |
| YTD | +26.4% | +57.3% | -30.9% | -14.2% |
| 1Y | +25.1% | +49.8% | -24.7% | -12.4% |
| 3Y | +59.7% | +49.0% | +10.7% | +5.3% |
| 5Y | -63.8% | -47.8% | -16.0% | -51.1% |
| All | +566.1% | +510.1% | +56.0% | +102.4% |
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