-16.0%
Z vs PAYC
+474.5%
-490.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.6% | -6.1% | -5.8% |
| 7D | -6.5% | -9.5% | +3.1% | -1.7% |
| 30D | -0.1% | +2.5% | -2.6% | -0.7% |
| 3M | -14.1% | +11.7% | -25.8% | -17.8% |
| 6M | -30.1% | +74.6% | -104.7% | -47.8% |
| YTD | -57.5% | +50.4% | -107.9% | -66.3% |
| 1Y | -60.3% | +44.0% | -104.3% | -67.8% |
| 3Y | -21.0% | +42.5% | -63.5% | -38.2% |
| 5Y | -54.9% | -50.3% | -4.6% | -44.9% |
| 10Y | -16.0% | +521.2% | -537.2% | -65.6% |
| All | -16.0% | +474.5% | -490.5% | -65.6% |
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