+63.7%
EL vs PAYC
+510.1%
-446.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.5% | +4.9% | -3.3% | +0.1% |
| 30D | +10.0% | +4.1% | +5.9% | +8.6% |
| 3M | +28.4% | +11.5% | +16.9% | +24.2% |
| 6M | +37.1% | +85.3% | -48.2% | +12.0% |
| YTD | +7.8% | +57.3% | -49.4% | -8.5% |
| 1Y | +26.0% | +52.6% | -26.5% | +7.8% |
| 3Y | +3.8% | +48.3% | -44.4% | -14.0% |
| 5Y | -65.2% | -47.8% | -17.3% | -62.2% |
| All | +63.7% | +510.1% | -446.4% | +8.6% |
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