+20.6%
EXE vs PAYC
-22.6%
+43.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | -2.2% | -10.2% | +8.0% | -1.7% |
| 30D | -0.8% | +2.0% | -2.8% | -0.9% |
| 3M | +10.0% | +58.3% | -48.2% | +7.6% |
| 6M | -6.3% | +64.5% | -70.8% | -8.6% |
| YTD | -10.7% | +36.5% | -47.2% | -11.9% |
| 1Y | +2.7% | -1.3% | +3.9% | +3.1% |
| All | +20.6% | -22.6% | +43.2% | +30.0% |
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