+318.5%
ESI vs PAYC
+510.1%
-191.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.5% | +4.9% | +0.7% | +4.2% |
| 30D | -7.8% | +4.1% | -11.9% | -9.0% |
| 3M | -15.0% | +11.5% | -26.5% | -18.0% |
| 6M | -24.9% | +85.3% | -110.2% | -38.3% |
| YTD | +33.2% | +57.3% | -24.0% | +13.3% |
| 1Y | +24.9% | +52.6% | -27.6% | +7.2% |
| 3Y | +77.8% | +48.3% | +29.5% | +49.8% |
| 5Y | +37.1% | -47.8% | +85.0% | +49.6% |
| All | +318.5% | +510.1% | -191.6% | +113.7% |
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 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