-17.4%
ZBH vs PAYC
+358.9%
-376.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.8% |
| 7D | -4.7% | -5.5% | +0.8% | -3.5% |
| 30D | -4.5% | +3.8% | -8.3% | -5.3% |
| 3M | +7.6% | +65.8% | -58.2% | -4.9% |
| 6M | +0.3% | +68.7% | -68.4% | -12.2% |
| YTD | +4.5% | +38.3% | -33.8% | -4.6% |
| 1Y | -9.4% | -2.4% | -7.0% | -10.7% |
| 3Y | -21.5% | -21.5% | +0.1% | -22.3% |
| 5Y | -28.4% | -52.7% | +24.3% | -22.4% |
| All | -17.4% | +358.9% | -376.2% | -45.8% |
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