+346.7%
AEM vs PAYC
+352.8%
-6.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -5.0% | -10.2% | +5.1% | -4.5% |
| 30D | +8.5% | +2.0% | +6.5% | +8.3% |
| 3M | +29.3% | +58.3% | -29.0% | +25.5% |
| 6M | -12.9% | +64.5% | -77.4% | -15.9% |
| YTD | +16.8% | +36.5% | -19.8% | +14.2% |
| 1Y | +29.8% | -1.3% | +31.1% | +29.9% |
| 3Y | +336.7% | -22.1% | +358.9% | +337.6% |
| 5Y | +299.9% | -53.3% | +353.3% | +310.3% |
| All | +346.7% | +352.8% | -6.1% | +299.1% |
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