+237.1%
AEIS vs PAYC
-53.8%
+290.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.7% |
| 7D | +6.5% | -8.7% | +15.2% | +8.6% |
| 30D | -9.2% | +1.2% | -10.3% | -9.8% |
| 3M | -8.3% | +58.6% | -67.0% | -20.6% |
| 6M | -6.3% | +56.6% | -62.9% | -20.0% |
| YTD | +36.5% | +36.2% | +0.3% | +21.5% |
| 1Y | +84.8% | -2.2% | +87.0% | +85.5% |
| 3Y | +176.6% | -22.3% | +198.9% | +187.3% |
| 5Y | +237.1% | -53.9% | +291.0% | +269.9% |
| All | +237.1% | -53.8% | +290.9% | +269.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling