+165.5%
YUM vs PAYC
+358.9%
-193.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.3% |
| 7D | -6.1% | -5.5% | -0.6% | -5.1% |
| 30D | -5.8% | +3.8% | -9.6% | -6.5% |
| 3M | -7.6% | +65.8% | -73.4% | -16.5% |
| 6M | -9.1% | +68.7% | -77.8% | -18.6% |
| YTD | -5.5% | +38.3% | -43.9% | -12.4% |
| 1Y | -3.7% | -2.4% | -1.3% | -4.7% |
| 3Y | +17.8% | -21.5% | +39.3% | +16.9% |
| 5Y | +19.3% | -52.7% | +72.0% | +27.9% |
| All | +165.5% | +358.9% | -193.3% | +69.3% |
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