+104.9%
EXE vs PAYC
-54.1%
+159.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.4% |
| 7D | -2.7% | -8.7% | +6.0% | -1.9% |
| 30D | -0.4% | +1.2% | -1.5% | -0.5% |
| 3M | +9.5% | +58.6% | -49.1% | +4.1% |
| 6M | -9.3% | +56.6% | -66.0% | -13.8% |
| YTD | -10.9% | +36.2% | -47.1% | -14.1% |
| 1Y | +4.3% | -2.2% | +6.5% | +4.3% |
| 3Y | +18.8% | -22.3% | +41.1% | +20.7% |
| All | +104.9% | -54.1% | +159.0% | +117.0% |
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 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