+211.7%
AEP vs PAYC
+510.1%
-298.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.9% | +4.9% | -2.0% | +2.4% |
| 30D | +3.2% | +4.1% | -0.9% | +2.8% |
| 3M | +3.8% | +11.5% | -7.6% | +2.7% |
| 6M | +2.5% | +85.3% | -82.8% | -3.9% |
| YTD | +15.5% | +57.3% | -41.8% | +9.7% |
| 1Y | +9.6% | +52.6% | -43.0% | +4.4% |
| 3Y | +91.2% | +48.3% | +42.9% | +79.9% |
| 5Y | +88.2% | -47.8% | +136.0% | +94.3% |
| All | +211.7% | +510.1% | -298.5% | +179.9% |
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