+580.0%
XYZ vs PAYC
+330.2%
+249.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.4% | +2.2% | +0.2% |
| 7D | +2.9% | -7.9% | +10.7% | +8.2% |
| 30D | +1.4% | +2.1% | -0.7% | -0.1% |
| 3M | +14.6% | +61.8% | -47.2% | -20.4% |
| 6M | +20.8% | +59.9% | -39.2% | -16.9% |
| YTD | +23.1% | +38.5% | -15.4% | -7.7% |
| 1Y | +5.6% | -1.4% | +7.0% | -1.0% |
| 3Y | +50.9% | -21.0% | +71.9% | +43.8% |
| 5Y | -68.6% | -52.9% | -15.6% | -55.1% |
| 10Y | +580.0% | +332.8% | +247.2% | +201.9% |
| All | +580.0% | +330.2% | +249.7% | +201.9% |
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