+365.4%
EAT vs PAYC
-49.7%
+415.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +2.3% |
| 7D | -8.9% | -9.5% | +0.6% | -6.5% |
| 30D | +3.4% | +3.3% | +0.1% | +2.3% |
| 3M | -9.3% | +14.5% | -23.9% | -13.1% |
| 6M | +43.8% | +76.0% | -32.3% | +19.8% |
| YTD | +39.9% | +53.4% | -13.5% | +20.5% |
| 1Y | +89.7% | +43.8% | +45.9% | +66.6% |
| 3Y | +491.3% | +45.3% | +446.0% | +405.4% |
| 5Y | +365.4% | -48.9% | +414.3% | +444.8% |
| All | +365.4% | -49.7% | +415.1% | +444.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling