+391.6%
ETR vs PAYC
+1,158.0%
-766.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.4% | +6.6% | +1.8% |
| 7D | +1.4% | -7.9% | +9.3% | +2.4% |
| 30D | +1.9% | +2.1% | -0.3% | +1.5% |
| 3M | +1.0% | +61.8% | -60.8% | -5.3% |
| 6M | +4.8% | +59.9% | -55.1% | -2.0% |
| YTD | +19.5% | +38.5% | -19.0% | +13.5% |
| 1Y | +28.1% | -1.4% | +29.5% | +27.0% |
| 3Y | +151.1% | -21.0% | +172.2% | +149.3% |
| 5Y | +125.2% | -52.9% | +178.1% | +133.9% |
| 10Y | +291.1% | +332.8% | -41.7% | +233.6% |
| All | +391.6% | +1,158.0% | -766.5% | +309.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling