+153.5%
EXPE vs PAYC
-22.2%
+175.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -5.4% | -2.5% | -6.6% |
| 7D | -9.8% | -7.9% | -1.9% | -8.0% |
| 30D | -11.5% | +2.1% | -13.6% | -11.9% |
| 3M | +21.7% | +61.8% | -40.1% | +6.8% |
| 6M | +10.4% | +59.9% | -49.5% | -3.4% |
| YTD | -2.5% | +38.5% | -41.0% | -11.9% |
| 1Y | +27.3% | -1.4% | +28.7% | +23.9% |
| 3Y | +153.5% | -21.0% | +174.5% | +156.8% |
| All | +153.5% | -22.2% | +175.7% | +156.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling