+111.1%
AXP vs PAYC
-19.5%
+130.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.7% | +2.6% | -0.6% |
| 7D | -2.1% | -2.9% | +0.8% | -1.7% |
| 30D | -6.5% | +32.8% | -39.3% | -10.9% |
| 3M | +4.6% | +69.3% | -64.6% | -4.7% |
| 6M | +5.4% | +74.0% | -68.6% | -4.9% |
| YTD | -11.1% | +46.4% | -57.5% | -17.3% |
| 1Y | -0.3% | +4.2% | -4.5% | -1.2% |
| All | +111.1% | -19.5% | +130.5% | +111.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling