+61.9%
EL vs PAYC
+510.1%
-448.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.2% | -2.4% |
| 7D | +2.7% | -0.5% | +3.1% | +2.7% |
| 30D | +10.8% | +5.2% | +5.7% | +9.1% |
| 3M | +26.5% | +18.0% | +8.5% | +20.2% |
| 6M | +31.1% | +81.6% | -50.5% | +7.8% |
| YTD | +6.6% | +57.3% | -50.6% | -9.6% |
| 1Y | +21.8% | +49.8% | -28.0% | +4.8% |
| 3Y | +1.8% | +49.0% | -47.2% | -15.9% |
| 5Y | -65.6% | -47.8% | -17.7% | -62.6% |
| All | +61.9% | +510.1% | -448.2% | +7.4% |
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