+7.9%
EQT vs PAYC
+1,140.1%
-1,132.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -1.2% | -10.2% | +9.0% | +0.3% |
| 30D | +1.1% | +2.0% | -0.9% | +0.7% |
| 3M | +4.8% | +58.3% | -53.5% | -2.7% |
| 6M | -10.6% | +64.5% | -75.1% | -17.8% |
| YTD | +3.4% | +36.5% | -33.1% | -2.5% |
| 1Y | +8.7% | -1.3% | +9.9% | +7.4% |
| 3Y | +35.0% | -22.1% | +57.1% | +34.3% |
| 5Y | +204.2% | -53.3% | +257.6% | +220.3% |
| 10Y | +52.5% | +348.5% | -296.0% | +6.4% |
| All | +7.9% | +1,140.1% | -1,132.2% | -36.5% |
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