+712.2%
AEM vs PAYC
+1,158.0%
-445.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -1.2% |
| 7D | +4.3% | -7.9% | +12.2% | +4.6% |
| 30D | +13.1% | +2.1% | +11.0% | +13.0% |
| 3M | +24.8% | +61.8% | -37.0% | +22.6% |
| 6M | -8.2% | +59.9% | -68.2% | -9.9% |
| YTD | +19.8% | +38.5% | -18.7% | +18.3% |
| 1Y | +32.1% | -1.4% | +33.4% | +32.3% |
| 3Y | +348.2% | -21.0% | +369.2% | +348.5% |
| 5Y | +297.5% | -52.9% | +350.4% | +301.4% |
| 10Y | +343.3% | +332.8% | +10.5% | +362.7% |
| All | +712.2% | +1,158.0% | -445.8% | +788.2% |
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 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