+243.8%
ZETA vs PAYC
-32.4%
+276.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | -6.5% | -10.2% | +3.7% | -0.9% |
| 30D | +4.8% | +2.0% | +2.9% | +3.7% |
| 3M | +53.3% | +58.3% | -4.9% | +13.9% |
| 6M | +66.8% | +64.5% | +2.3% | +21.2% |
| YTD | +50.2% | +36.5% | +13.6% | +21.5% |
| 1Y | +62.0% | -1.3% | +63.3% | +57.0% |
| 3Y | +276.4% | -22.1% | +298.5% | +286.5% |
| 5Y | +341.6% | -53.3% | +394.9% | +476.1% |
| All | +243.8% | -32.4% | +276.2% | +360.3% |
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