+220.5%
EQH vs PAYC
+102.8%
+117.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.8% | -10.2% | +8.4% | +1.8% |
| 30D | +2.4% | +2.0% | +0.5% | +1.6% |
| 3M | +26.3% | +58.3% | -32.0% | +5.7% |
| 6M | +35.8% | +64.5% | -28.7% | +11.0% |
| YTD | +12.7% | +36.5% | -23.9% | -2.0% |
| 1Y | +2.5% | -1.3% | +3.7% | -0.3% |
| 3Y | +98.6% | -22.1% | +120.8% | +97.9% |
| 5Y | +101.7% | -53.3% | +155.0% | +132.1% |
| All | +220.5% | +102.8% | +117.7% | +123.4% |
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 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