+60.1%
EXPD vs PAYC
-48.2%
+108.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | +5.5% | +4.9% | +0.7% | +4.7% |
| 30D | -0.8% | +4.1% | -4.9% | -1.6% |
| 3M | +4.1% | +11.5% | -7.3% | +2.0% |
| 6M | +25.7% | +85.3% | -59.6% | +11.4% |
| YTD | +31.4% | +57.3% | -25.9% | +19.5% |
| 1Y | +42.2% | +52.6% | -10.4% | +30.1% |
| 3Y | +77.2% | +48.3% | +28.9% | +59.3% |
| All | +60.1% | -48.2% | +108.3% | +65.4% |
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