+104.5%
ED vs PAYC
+358.9%
-254.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.3% |
| 7D | -0.8% | -5.5% | +4.7% | -0.4% |
| 30D | -0.4% | +3.8% | -4.2% | -0.7% |
| 3M | +0.5% | +65.8% | -65.3% | -3.4% |
| 6M | -3.1% | +68.7% | -71.8% | -7.2% |
| YTD | +9.8% | +38.3% | -28.5% | +6.7% |
| 1Y | +12.6% | -2.4% | +15.0% | +12.2% |
| 3Y | +31.4% | -21.5% | +52.9% | +31.3% |
| 5Y | +69.4% | -52.7% | +122.1% | +74.8% |
| All | +104.5% | +358.9% | -254.4% | +75.4% |
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