+72.2%
EQX vs PAYC
-52.9%
+125.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | -3.2% | -5.5% | +2.3% | -2.8% |
| 30D | +7.8% | +3.8% | +4.0% | +7.5% |
| 3M | +21.3% | +65.8% | -44.5% | +16.8% |
| 6M | -22.4% | +68.7% | -91.1% | -25.6% |
| YTD | -11.3% | +38.3% | -49.7% | -13.5% |
| 1Y | +13.5% | -2.4% | +15.9% | +14.6% |
| 3Y | +162.1% | -21.5% | +183.7% | +167.0% |
| All | +72.2% | -52.9% | +125.1% | +84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling