+125.2%
ETR vs PAYC
-54.0%
+179.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.4% |
| 7D | -1.9% | -10.2% | +8.3% | -1.2% |
| 30D | -0.2% | +2.0% | -2.2% | -0.4% |
| 3M | -3.7% | +58.3% | -62.0% | -7.4% |
| 6M | +2.1% | +64.5% | -62.4% | -2.4% |
| YTD | +16.5% | +36.5% | -20.1% | +13.2% |
| 1Y | +22.5% | -1.3% | +23.8% | +23.2% |
| 3Y | +144.7% | -22.1% | +166.8% | +145.3% |
| 5Y | +125.2% | -53.3% | +178.5% | +123.8% |
| All | +125.2% | -54.0% | +179.2% | +123.8% |
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