+164.0%
PAYX vs AEIS
+562.2%
-398.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.9% | -4.4% | -0.3% |
| 7D | -4.9% | +2.3% | -7.1% | -5.3% |
| 30D | -3.8% | -14.8% | +11.0% | -1.6% |
| 3M | +17.9% | -15.6% | +33.5% | +18.8% |
| 6M | +26.1% | -8.7% | +34.8% | +22.8% |
| YTD | +6.7% | +37.3% | -30.6% | -6.5% |
| 1Y | -10.7% | +80.3% | -91.1% | -27.6% |
| 3Y | +7.0% | +177.9% | -171.0% | -25.4% |
| 5Y | +22.6% | +235.8% | -213.2% | -20.9% |
| All | +164.0% | +562.2% | -398.2% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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