+409.3%
EQNR vs PAYC
+358.9%
+50.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.9% |
| 7D | +6.4% | -5.5% | +11.9% | +7.3% |
| 30D | +10.4% | +3.8% | +6.6% | +9.5% |
| 3M | +23.1% | +65.8% | -42.7% | +12.2% |
| 6M | +36.3% | +68.7% | -32.4% | +23.4% |
| YTD | +96.0% | +38.3% | +57.6% | +82.8% |
| 1Y | +94.2% | -2.4% | +96.6% | +92.1% |
| 3Y | +75.3% | -21.5% | +96.8% | +73.7% |
| 5Y | +187.2% | -52.7% | +239.9% | +207.0% |
| All | +409.3% | +358.9% | +50.4% | +271.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling