+91.2%
AEP vs PAYC
+50.2%
+41.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.9% | +4.9% | -2.0% | +2.8% |
| 30D | +3.2% | +4.1% | -0.9% | +3.2% |
| 3M | +3.8% | +11.5% | -7.6% | +3.7% |
| 6M | +2.5% | +85.3% | -82.8% | +1.0% |
| YTD | +15.5% | +57.3% | -41.8% | +15.0% |
| 1Y | +9.6% | +52.6% | -43.0% | +9.3% |
| 3Y | +91.2% | +48.3% | +42.9% | +87.5% |
| All | +91.2% | +50.2% | +41.0% | +87.5% |
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