+334.3%
EXPD vs PAYC
+535.4%
-201.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +2.5% |
| 7D | -1.6% | -9.5% | +7.9% | +0.2% |
| 30D | +0.6% | +3.3% | -2.6% | -0.1% |
| 3M | +9.8% | +14.5% | -4.7% | +6.9% |
| 6M | +25.8% | +76.0% | -50.3% | +11.8% |
| YTD | +31.3% | +53.4% | -22.1% | +19.0% |
| 1Y | +40.9% | +43.8% | -2.9% | +29.4% |
| 3Y | +74.7% | +45.3% | +29.4% | +56.4% |
| 5Y | +62.9% | -48.9% | +111.8% | +71.6% |
| 10Y | +334.3% | +500.5% | -166.2% | +197.9% |
| All | +334.3% | +535.4% | -201.1% | +197.9% |
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 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