+4,303.7%
PAYX vs AEIS
+2,498.8%
+1,804.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +1.0% |
| 7D | -7.9% | -0.2% | -7.7% | -7.9% |
| 30D | -5.0% | -16.4% | +11.4% | -2.8% |
| 3M | +15.1% | -11.1% | +26.3% | +14.9% |
| 6M | +23.9% | -12.0% | +36.0% | +22.4% |
| YTD | +6.2% | +30.9% | -24.7% | -2.4% |
| 1Y | -9.6% | +74.3% | -84.0% | -21.2% |
| 3Y | +5.8% | +165.2% | -159.4% | -15.8% |
| 5Y | +22.0% | +220.0% | -198.1% | -7.0% |
| 10Y | +165.1% | +527.7% | -362.6% | +72.9% |
| All | +4,303.7% | +2,498.8% | +1,804.9% | +1,706.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling