+12.7%
EMR vs PAYC
-1.1%
+13.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -1.2% | -10.2% | +9.0% | -2.2% |
| 30D | -9.4% | +2.0% | -11.4% | -9.2% |
| 3M | +8.6% | +58.3% | -49.7% | +13.6% |
| 6M | +6.7% | +64.5% | -57.8% | +12.7% |
| YTD | +13.1% | +36.5% | -23.5% | +21.0% |
| 1Y | +12.7% | -1.3% | +14.0% | +26.8% |
| All | +12.7% | -1.1% | +13.9% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling