+302.2%
AEM vs PAYC
+50.2%
+252.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -6.8% | +4.9% | -11.7% | -6.8% |
| 30D | +0.8% | +4.1% | -3.3% | +0.8% |
| 3M | -0.8% | +11.5% | -12.3% | -0.9% |
| 6M | -8.5% | +85.3% | -93.8% | -8.4% |
| YTD | +5.9% | +57.3% | -51.3% | +7.4% |
| 1Y | +6.6% | +52.6% | -46.0% | +8.3% |
| 3Y | +302.2% | +48.3% | +253.9% | +311.6% |
| All | +302.2% | +50.2% | +252.0% | +311.6% |
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