+76.6%
AEP vs PAYC
-21.6%
+98.3%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | -0.9% | -5.5% | +4.6% | -0.9% |
| 30D | -1.1% | +3.8% | -4.8% | -1.1% |
| 3M | -3.3% | +65.8% | -69.1% | -4.2% |
| 6M | -4.6% | +68.7% | -73.3% | -5.6% |
| YTD | +9.4% | +38.3% | -28.9% | +9.0% |
| 1Y | +16.9% | -2.4% | +19.3% | +18.5% |
| 3Y | +76.6% | -21.5% | +98.2% | +82.1% |
| All | +76.6% | -21.6% | +98.3% | +82.1% |
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