+88.3%
EXPE vs PAYC
-53.8%
+142.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.2% |
| 7D | -11.5% | -8.7% | -2.8% | -8.7% |
| 30D | -13.1% | +1.2% | -14.2% | -13.4% |
| 3M | +18.1% | +58.6% | -40.5% | -0.9% |
| 6M | +13.3% | +56.6% | -43.4% | -5.3% |
| YTD | -3.2% | +36.2% | -39.5% | -15.1% |
| 1Y | +26.1% | -2.2% | +28.3% | +23.5% |
| 3Y | +151.7% | -22.3% | +174.0% | +155.6% |
| 5Y | +88.3% | -53.9% | +142.2% | +109.3% |
| All | +88.3% | -53.8% | +142.2% | +109.3% |
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