-16.1%
Z vs PAYC
+453.6%
-469.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.1% | +2.6% | 0.0% |
| 7D | -4.6% | -10.2% | +5.6% | +0.7% |
| 30D | +8.3% | +6.1% | +2.2% | +6.0% |
| 3M | -11.6% | +10.1% | -21.7% | -14.8% |
| 6M | -33.6% | +88.6% | -122.3% | -52.4% |
| YTD | -56.7% | +50.0% | -106.7% | -65.5% |
| 1Y | -59.1% | +46.1% | -105.2% | -67.1% |
| 3Y | -20.4% | +51.2% | -71.5% | -39.4% |
| 5Y | -55.3% | -51.7% | -3.6% | -44.6% |
| All | -16.1% | +453.6% | -469.6% | -61.0% |
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