+1,344.7%
EME vs PAYC
+358.9%
+985.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +4.1% |
| 7D | +3.5% | -5.5% | +9.0% | +4.6% |
| 30D | -6.3% | +3.8% | -10.1% | -7.2% |
| 3M | -3.8% | +65.8% | -69.6% | -14.6% |
| 6M | +8.5% | +68.7% | -60.2% | -5.0% |
| YTD | +27.8% | +38.3% | -10.5% | +16.3% |
| 1Y | +22.2% | -2.4% | +24.6% | +20.6% |
| 3Y | +253.5% | -21.5% | +275.0% | +251.1% |
| 5Y | +578.6% | -52.7% | +631.3% | +637.7% |
| All | +1,344.7% | +358.9% | +985.8% | +903.7% |
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