+88.9%
AXP vs PAYC
-49.0%
+137.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.5% |
| 7D | -2.9% | -9.5% | +6.7% | -0.8% |
| 30D | +3.7% | +3.3% | +0.5% | +2.9% |
| 3M | -4.9% | +14.5% | -19.4% | -8.0% |
| 6M | +4.1% | +76.0% | -72.0% | -10.1% |
| YTD | -11.7% | +53.4% | -65.0% | -21.6% |
| 1Y | -11.7% | +43.8% | -55.5% | -20.4% |
| 3Y | +116.5% | +45.3% | +71.2% | +92.0% |
| All | +88.9% | -49.0% | +137.9% | +132.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling