+304.9%
AEM vs PAYC
-52.9%
+357.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.5% | +1.8% |
| 7D | -2.1% | -5.5% | +3.4% | -1.8% |
| 30D | +8.4% | +3.8% | +4.7% | +8.2% |
| 3M | +27.3% | +65.8% | -38.5% | +23.6% |
| 6M | -9.7% | +68.7% | -78.4% | -12.6% |
| YTD | +19.0% | +38.3% | -19.4% | +16.9% |
| 1Y | +31.5% | -2.4% | +33.9% | +33.0% |
| 3Y | +338.7% | -21.5% | +360.2% | +345.3% |
| All | +304.9% | -52.9% | +357.7% | +299.2% |
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