-12.5%
EFX vs PAYC
-21.6%
+9.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | +0.2% |
| 7D | -4.5% | -5.5% | +1.0% | -3.0% |
| 30D | -6.1% | +3.8% | -9.9% | -7.0% |
| 3M | +6.2% | +65.8% | -59.6% | -9.1% |
| 6M | -11.2% | +68.7% | -79.9% | -24.6% |
| YTD | -21.4% | +38.3% | -59.8% | -30.0% |
| 1Y | -34.3% | -2.4% | -31.9% | -36.5% |
| 3Y | -12.5% | -21.5% | +9.0% | -11.2% |
| All | -12.5% | -21.6% | +9.1% | -11.2% |
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