+36.2%
EMB vs PAYC
+510.1%
-474.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.9% | +4.9% | -5.8% | -1.3% |
| 30D | +0.4% | +4.1% | -3.8% | 0.0% |
| 3M | -3.1% | +11.5% | -14.6% | -4.1% |
| 6M | -2.1% | +85.3% | -87.3% | -7.5% |
| YTD | -1.1% | +57.3% | -58.4% | -5.5% |
| 1Y | -0.1% | +52.6% | -52.6% | -4.2% |
| 3Y | +29.6% | +48.3% | -18.7% | +23.0% |
| 5Y | +7.2% | -47.8% | +55.0% | +9.8% |
| All | +36.2% | +510.1% | -474.0% | +20.5% |
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 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