+238.8%
EQX vs PAYC
+87.6%
+151.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | -3.2% | -5.5% | +2.3% | -2.7% |
| 30D | +7.8% | +3.8% | +4.0% | +7.4% |
| 3M | +21.3% | +65.8% | -44.5% | +15.8% |
| 6M | -22.4% | +68.7% | -91.1% | -26.3% |
| YTD | -11.3% | +38.3% | -49.7% | -14.2% |
| 1Y | +13.5% | -2.4% | +15.9% | +13.6% |
| 3Y | +162.1% | -21.5% | +183.7% | +162.6% |
| 5Y | +84.2% | -52.7% | +136.9% | +92.4% |
| All | +238.8% | +87.6% | +151.2% | +409.6% |
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