+1.3%
AXP vs PAYC
-1.0%
+2.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.4% | +0.3% |
| 7D | +0.6% | -7.9% | +8.5% | +1.1% |
| 30D | -4.3% | +2.1% | -6.5% | -4.5% |
| 3M | +4.7% | +61.8% | -57.1% | -0.6% |
| 6M | +9.0% | +59.9% | -51.0% | +3.4% |
| YTD | -11.1% | +38.5% | -49.6% | -13.4% |
| 1Y | +1.3% | -1.4% | +2.7% | +10.6% |
| All | +1.3% | -1.0% | +2.3% | +10.6% |
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