+25.3%
ELV vs PAYC
-54.0%
+79.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | +0.9% | -10.2% | +11.0% | +1.7% |
| 30D | +7.2% | +2.0% | +5.2% | +7.0% |
| 3M | +3.4% | +58.3% | -54.9% | -0.6% |
| 6M | +48.6% | +64.5% | -15.9% | +42.2% |
| YTD | +20.6% | +36.5% | -16.0% | +17.0% |
| 1Y | +38.5% | -1.3% | +39.8% | +37.7% |
| 3Y | -2.4% | -22.1% | +19.7% | -1.9% |
| 5Y | +25.3% | -53.3% | +78.7% | +27.1% |
| All | +25.3% | -54.0% | +79.4% | +27.1% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling