+24.4%
EL vs PAYC
+358.9%
-334.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.3% |
| 7D | -6.5% | -5.5% | -1.0% | -5.0% |
| 30D | +11.1% | +3.8% | +7.4% | +9.9% |
| 3M | +10.7% | +65.8% | -55.1% | -6.0% |
| 6M | +6.9% | +68.7% | -61.8% | -10.5% |
| YTD | -6.3% | +38.3% | -44.6% | -17.3% |
| 1Y | +13.5% | -2.4% | +15.9% | +11.3% |
| 3Y | -33.1% | -21.5% | -11.5% | -32.9% |
| 5Y | -68.8% | -52.7% | -16.0% | -65.1% |
| All | +24.4% | +358.9% | -334.5% | -18.6% |
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