-64.8%
EL vs PAYC
-49.7%
-15.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -2.9% | -1.6% |
| 7D | +0.3% | -9.5% | +9.8% | +3.3% |
| 30D | +12.3% | +3.3% | +9.0% | +11.1% |
| 3M | +28.4% | +14.5% | +13.9% | +22.8% |
| 6M | +36.7% | +76.0% | -39.3% | +11.9% |
| YTD | +8.4% | +53.4% | -45.0% | -8.1% |
| 1Y | +25.4% | +43.8% | -18.4% | +8.6% |
| 3Y | +3.4% | +45.3% | -41.9% | -15.1% |
| 5Y | -64.8% | -48.9% | -15.9% | -57.5% |
| All | -64.8% | -49.7% | -15.1% | -57.5% |
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