+65.8%
EMR vs PAYC
-53.8%
+119.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.0% |
| 7D | +0.9% | -8.7% | +9.7% | +2.2% |
| 30D | -5.0% | +1.2% | -6.1% | -5.2% |
| 3M | +5.9% | +58.6% | -52.7% | -2.4% |
| 6M | +7.3% | +56.6% | -49.3% | -1.5% |
| YTD | +14.6% | +36.2% | -21.7% | +7.7% |
| 1Y | +15.6% | -2.2% | +17.8% | +15.9% |
| 3Y | +60.2% | -22.3% | +82.5% | +62.8% |
| 5Y | +65.8% | -53.9% | +119.7% | +87.4% |
| All | +65.8% | -53.8% | +119.7% | +87.4% |
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