+67.3%
ED vs PAYC
-53.3%
+120.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.3% | +1.1% |
| 7D | +0.5% | -7.9% | +8.4% | +0.7% |
| 30D | +1.1% | +2.1% | -1.0% | +1.0% |
| 3M | +4.6% | +61.8% | -57.1% | +3.2% |
| 6M | -2.0% | +59.9% | -61.9% | -3.4% |
| YTD | +11.7% | +38.5% | -26.8% | +10.5% |
| 1Y | +15.7% | -1.4% | +17.1% | +15.8% |
| 3Y | +34.4% | -21.0% | +55.4% | +35.1% |
| 5Y | +67.3% | -52.9% | +120.2% | +61.8% |
| All | +67.3% | -53.3% | +120.6% | +61.8% |
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