+27.2%
EIX vs PAYC
-53.3%
+80.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.4% | +9.9% | +4.9% |
| 7D | +0.9% | -7.9% | +8.8% | +1.5% |
| 30D | -13.5% | +2.1% | -15.7% | -13.8% |
| 3M | -15.3% | +61.8% | -77.0% | -19.1% |
| 6M | -15.3% | +59.9% | -75.3% | -19.3% |
| YTD | +2.7% | +38.5% | -35.8% | -0.7% |
| 1Y | +17.4% | -1.4% | +18.8% | +17.8% |
| 3Y | -1.3% | -21.0% | +19.7% | 0.0% |
| 5Y | +27.2% | -52.9% | +80.1% | +30.7% |
| All | +27.2% | -53.3% | +80.5% | +30.7% |
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