+854.5%
AEIS vs PAYC
+1,328.5%
-474.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +11.5% | +4.9% | +6.6% | +9.9% |
| 30D | -15.8% | +4.1% | -19.9% | -17.3% |
| 3M | -33.3% | +11.5% | -44.8% | -36.2% |
| 6M | -35.2% | +85.3% | -120.5% | -49.2% |
| YTD | +5.0% | +57.3% | -52.2% | -15.0% |
| 1Y | +8.5% | +52.6% | -44.1% | -11.4% |
| 3Y | +152.9% | +48.3% | +104.6% | +104.0% |
| 5Y | +144.6% | -47.8% | +192.5% | +166.9% |
| 10Y | +337.1% | +515.9% | -178.7% | +152.5% |
| All | +854.5% | +1,328.5% | -474.1% | +377.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling