+186.5%
AEE vs PAYC
+358.9%
-172.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.2% |
| 7D | -0.8% | -5.5% | +4.7% | -0.2% |
| 30D | -2.9% | +3.8% | -6.7% | -3.4% |
| 3M | -2.4% | +65.8% | -68.2% | -8.4% |
| 6M | -2.7% | +68.7% | -71.4% | -9.2% |
| YTD | +7.3% | +38.3% | -31.1% | +2.3% |
| 1Y | +7.5% | -2.4% | +9.9% | +6.9% |
| 3Y | +46.2% | -21.5% | +67.8% | +45.7% |
| 5Y | +39.7% | -52.7% | +92.4% | +46.5% |
| All | +186.5% | +358.9% | -172.4% | +124.5% |
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