+152.9%
AEIS vs PAYC
+50.2%
+102.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +11.5% | +4.9% | +6.6% | +11.3% |
| 30D | -15.8% | +4.1% | -19.9% | -16.0% |
| 3M | -33.3% | +11.5% | -44.8% | -33.8% |
| 6M | -35.2% | +85.3% | -120.5% | -39.7% |
| YTD | +5.0% | +57.3% | -52.2% | +3.0% |
| 1Y | +8.5% | +52.6% | -44.1% | +7.4% |
| 3Y | +152.9% | +48.3% | +104.6% | +148.0% |
| All | +152.9% | +50.2% | +102.7% | +148.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling