+6.9%
EMB vs PAYC
-53.8%
+60.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | 0.0% | -8.7% | +8.8% | +0.6% |
| 30D | -0.3% | +1.2% | -1.4% | -0.4% |
| 3M | -0.3% | +58.6% | -58.9% | -3.4% |
| 6M | +0.7% | +56.6% | -55.9% | -2.5% |
| YTD | +1.3% | +36.2% | -35.0% | -1.1% |
| 1Y | +4.7% | -2.2% | +6.9% | +4.7% |
| 3Y | +30.1% | -22.3% | +52.4% | +31.1% |
| 5Y | +6.9% | -53.9% | +60.7% | +9.4% |
| All | +6.9% | -53.8% | +60.7% | +9.4% |
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 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