+551.6%
AEIS vs PAYC
+358.9%
+192.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.6% | +4.5% |
| 7D | +2.3% | -5.5% | +7.8% | +4.2% |
| 30D | -14.8% | +3.8% | -18.6% | -16.3% |
| 3M | -15.6% | +65.8% | -81.4% | -32.4% |
| 6M | -8.7% | +68.7% | -77.4% | -29.3% |
| YTD | +37.3% | +38.3% | -1.0% | +13.9% |
| 1Y | +80.3% | -2.4% | +82.7% | +72.3% |
| 3Y | +177.9% | -21.5% | +199.5% | +170.8% |
| 5Y | +235.8% | -52.7% | +288.5% | +290.9% |
| All | +551.6% | +358.9% | +192.8% | +225.9% |
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