+124.0%
EW vs PAYC
+352.8%
-228.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -3.4% | -10.2% | +6.8% | -0.8% |
| 30D | -7.4% | +2.0% | -9.3% | -7.9% |
| 3M | +0.9% | +58.3% | -57.4% | -11.4% |
| 6M | +1.2% | +64.5% | -63.3% | -12.6% |
| YTD | +1.8% | +36.5% | -34.7% | -8.2% |
| 1Y | +10.8% | -1.3% | +12.1% | +8.6% |
| 3Y | +17.1% | -22.1% | +39.3% | +15.4% |
| 5Y | -28.2% | -53.3% | +25.1% | -20.3% |
| All | +124.0% | +352.8% | -228.9% | +34.3% |
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