+160.0%
EXPE vs PAYC
+358.9%
-198.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.9% |
| 7D | -5.8% | -5.5% | -0.3% | -3.7% |
| 30D | -13.6% | +3.8% | -17.4% | -14.8% |
| 3M | +25.2% | +65.8% | -40.6% | +2.0% |
| 6M | +22.3% | +68.7% | -46.4% | -1.8% |
| YTD | -0.3% | +38.3% | -38.7% | -13.9% |
| 1Y | +27.8% | -2.4% | +30.2% | +24.8% |
| 3Y | +162.4% | -21.5% | +184.0% | +159.7% |
| 5Y | +95.8% | -52.7% | +148.5% | +127.3% |
| All | +160.0% | +358.9% | -198.8% | +61.1% |
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