+344.2%
AXP vs PAYC
+1,262.3%
-918.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.1% | +3.9% | 0.0% |
| 7D | +0.6% | -10.2% | +10.8% | +3.2% |
| 30D | +5.8% | +6.1% | -0.3% | +4.1% |
| 3M | -6.0% | +10.1% | -16.1% | -8.6% |
| 6M | +0.3% | +88.6% | -88.3% | -16.2% |
| YTD | -12.3% | +50.0% | -62.2% | -22.8% |
| 1Y | -11.2% | +46.1% | -57.3% | -21.5% |
| 3Y | +117.0% | +51.2% | +65.9% | +86.3% |
| 5Y | +93.2% | -51.7% | +144.8% | +109.5% |
| 10Y | +461.2% | +467.4% | -6.2% | +303.3% |
| All | +344.2% | +1,262.3% | -918.1% | +208.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling