+248.4%
EMR vs PAYC
+1,328.5%
-1,080.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.8% | +4.9% | -2.0% | +1.9% |
| 30D | +3.7% | +4.1% | -0.5% | +2.7% |
| 3M | +2.0% | +11.5% | -9.4% | -0.4% |
| 6M | +22.1% | +85.3% | -63.2% | +6.3% |
| YTD | +27.2% | +57.3% | -30.0% | +13.6% |
| 1Y | +32.0% | +52.6% | -20.5% | +18.5% |
| 3Y | +103.3% | +48.3% | +55.0% | +80.9% |
| 5Y | +88.2% | -47.8% | +136.1% | +97.3% |
| 10Y | +280.4% | +515.9% | -235.4% | +166.7% |
| All | +248.4% | +1,328.5% | -1,080.2% | +132.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling