+29.1%
AEM vs PAYC
-1.4%
+30.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -5.0% | -10.2% | +5.1% | -6.0% |
| 30D | +8.5% | +2.0% | +6.5% | +8.8% |
| 3M | +29.3% | +58.3% | -29.0% | +38.6% |
| 6M | -12.9% | +64.5% | -77.4% | -5.4% |
| YTD | +16.8% | +36.5% | -19.8% | +27.1% |
| All | +29.1% | -1.4% | +30.4% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling