+248.5%
EMR vs PAYC
+1,292.9%
-1,044.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.7% |
| 7D | -2.0% | -9.5% | +7.5% | -0.1% |
| 30D | +2.8% | +3.3% | -0.4% | +2.1% |
| 3M | +2.0% | +14.5% | -12.6% | -1.0% |
| 6M | +20.7% | +76.0% | -55.3% | +6.2% |
| YTD | +27.3% | +53.4% | -26.1% | +14.2% |
| 1Y | +31.0% | +43.8% | -12.8% | +19.1% |
| 3Y | +103.6% | +45.3% | +58.3% | +81.9% |
| 5Y | +88.6% | -48.9% | +137.5% | +98.4% |
| 10Y | +280.6% | +500.5% | -219.9% | +168.1% |
| All | +248.5% | +1,292.9% | -1,044.4% | +133.5% |
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