+149.4%
EWT vs PAYC
-52.9%
+202.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.7% |
| 7D | -1.1% | -5.5% | +4.4% | -0.5% |
| 30D | +4.5% | +3.8% | +0.7% | +3.9% |
| 3M | +8.3% | +65.8% | -57.6% | +0.7% |
| 6M | +54.2% | +68.7% | -14.5% | +42.4% |
| YTD | +74.6% | +38.3% | +36.2% | +66.0% |
| 1Y | +84.9% | -2.4% | +87.3% | +86.2% |
| 3Y | +197.5% | -21.5% | +219.1% | +202.6% |
| All | +149.4% | -52.9% | +202.3% | +150.5% |
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