+321.2%
EXPD vs PAYC
+454.0%
-132.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.1% | +2.8% | -1.3% |
| 7D | -7.2% | -10.2% | +3.0% | -5.4% |
| 30D | -3.3% | +6.1% | -9.4% | -4.4% |
| 3M | +3.4% | +10.1% | -6.7% | +1.4% |
| 6M | +22.7% | +88.6% | -65.9% | +7.6% |
| YTD | +24.5% | +50.0% | -25.4% | +13.4% |
| 1Y | +38.6% | +46.1% | -7.4% | +26.9% |
| 3Y | +71.5% | +51.2% | +20.3% | +52.3% |
| 5Y | +56.2% | -51.7% | +107.9% | +66.2% |
| All | +321.2% | +454.0% | -132.7% | +202.0% |
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 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