+295.3%
ESI vs PAYC
+352.8%
-57.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.6% |
| 7D | -2.3% | -10.2% | +7.9% | +0.3% |
| 30D | -9.0% | +2.0% | -11.0% | -9.7% |
| 3M | -13.3% | +58.3% | -71.5% | -24.7% |
| 6M | +5.3% | +64.5% | -59.2% | -10.7% |
| YTD | +37.6% | +36.5% | +1.1% | +22.4% |
| 1Y | +33.6% | -1.3% | +34.9% | +30.4% |
| 3Y | +75.8% | -22.1% | +97.9% | +74.5% |
| 5Y | +68.6% | -53.3% | +121.9% | +88.1% |
| All | +295.3% | +352.8% | -57.5% | +144.4% |
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