+102.7%
EQH vs PAYC
-21.6%
+124.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.1% |
| 7D | +0.7% | -5.5% | +6.2% | +2.0% |
| 30D | +2.8% | +3.8% | -0.9% | +1.9% |
| 3M | +23.1% | +65.8% | -42.7% | +7.9% |
| 6M | +41.4% | +68.7% | -27.3% | +22.5% |
| YTD | +14.3% | +38.3% | -24.1% | +4.0% |
| 1Y | +1.6% | -2.4% | +4.0% | +1.4% |
| 3Y | +102.7% | -21.5% | +124.3% | +113.0% |
| All | +102.7% | -21.6% | +124.3% | +113.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling