+263.6%
EMR vs PAYC
+352.8%
-89.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -1.2% | -10.2% | +9.0% | +1.0% |
| 30D | -9.4% | +2.0% | -11.4% | -10.0% |
| 3M | +8.6% | +58.3% | -49.7% | -3.6% |
| 6M | +6.7% | +64.5% | -57.8% | -7.0% |
| YTD | +13.1% | +36.5% | -23.5% | +2.7% |
| 1Y | +12.7% | -1.3% | +14.0% | +10.6% |
| 3Y | +58.1% | -22.1% | +80.2% | +57.2% |
| 5Y | +63.6% | -53.3% | +117.0% | +79.0% |
| All | +263.6% | +352.8% | -89.2% | +153.7% |
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