+170.5%
AEP vs PAYC
+358.9%
-188.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | -0.9% | -5.5% | +4.6% | -0.4% |
| 30D | -1.1% | +3.8% | -4.8% | -1.5% |
| 3M | -3.3% | +65.8% | -69.1% | -8.3% |
| 6M | -4.6% | +68.7% | -73.3% | -10.0% |
| YTD | +9.4% | +38.3% | -28.9% | +5.1% |
| 1Y | +16.9% | -2.4% | +19.3% | +16.5% |
| 3Y | +76.6% | -21.5% | +98.2% | +76.1% |
| 5Y | +66.2% | -52.7% | +118.9% | +72.7% |
| All | +170.5% | +358.9% | -188.4% | +119.8% |
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 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