-11.2%
AXP vs PAYC
+35.9%
-47.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.1% | +3.9% | -0.9% |
| 7D | +0.6% | -10.2% | +10.8% | +1.3% |
| 30D | +5.8% | +6.1% | -0.3% | +5.5% |
| 3M | -6.0% | +10.1% | -16.1% | -6.5% |
| 6M | +0.3% | +88.6% | -88.3% | -5.5% |
| YTD | -12.3% | +50.0% | -62.2% | -14.9% |
| 1Y | -11.2% | +46.1% | -57.3% | -13.5% |
| All | -11.2% | +35.9% | -47.1% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling