+175.5%
EXE vs PAYC
-48.9%
+224.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | -2.2% | -10.2% | +8.0% | -1.2% |
| 30D | -0.8% | +2.0% | -2.8% | -1.0% |
| 3M | +10.0% | +58.3% | -48.2% | +4.8% |
| 6M | -6.3% | +64.5% | -70.8% | -11.3% |
| YTD | -10.7% | +36.5% | -47.2% | -13.9% |
| 1Y | +2.7% | -1.3% | +3.9% | +2.5% |
| 3Y | +19.1% | -22.1% | +41.2% | +20.5% |
| 5Y | +105.4% | -53.3% | +158.8% | +110.6% |
| All | +175.5% | -48.9% | +224.4% | +180.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling