+7.4%
EQT vs PAYC
-0.1%
+7.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.6% |
| 7D | -2.0% | -5.5% | +3.5% | -2.1% |
| 30D | 0.0% | +3.8% | -3.8% | +0.1% |
| 3M | +5.9% | +65.8% | -59.9% | +7.3% |
| 6M | -14.8% | +68.7% | -83.5% | -12.9% |
| YTD | +1.8% | +38.3% | -36.6% | +4.7% |
| 1Y | +7.4% | -2.4% | +9.7% | +8.9% |
| All | +7.4% | -0.1% | +7.4% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling