+4.2%
PAYC vs EXEL
+59.2%
-55.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.7% |
| 7D | -2.9% | +8.4% | -11.3% | -1.8% |
| 30D | +32.8% | +4.1% | +28.7% | +33.8% |
| 3M | +69.3% | +12.4% | +56.9% | +70.6% |
| 6M | +74.0% | +41.5% | +32.4% | +73.0% |
| YTD | +46.4% | +34.6% | +11.8% | +46.1% |
| 1Y | +4.2% | +57.9% | -53.7% | +0.4% |
| All | +4.2% | +59.2% | -55.1% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling