+18.9%
ELV vs PAYC
-54.1%
+73.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.4% | -1.1% |
| 7D | -2.2% | -8.7% | +6.5% | -1.5% |
| 30D | -0.2% | +1.2% | -1.4% | -0.3% |
| 3M | -6.1% | +58.6% | -64.7% | -9.8% |
| 6M | +42.8% | +56.6% | -13.8% | +37.1% |
| YTD | +14.4% | +36.2% | -21.9% | +11.0% |
| 1Y | +28.6% | -2.2% | +30.8% | +27.9% |
| 3Y | -7.4% | -22.3% | +14.9% | -7.0% |
| All | +18.9% | -54.1% | +73.0% | +20.6% |
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 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