+349.2%
PAYC vs EXEL
+375.2%
-26.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.8% |
| 7D | -5.5% | -4.9% | -0.6% | -4.5% |
| 30D | +3.8% | +11.4% | -7.6% | +1.3% |
| 3M | +65.8% | +4.9% | +60.9% | +63.1% |
| 6M | +68.7% | +34.4% | +34.3% | +55.3% |
| YTD | +38.3% | +28.0% | +10.3% | +28.6% |
| 1Y | -2.4% | +43.6% | -46.0% | -12.3% |
| 3Y | -21.5% | +155.2% | -176.8% | -41.1% |
| 5Y | -52.7% | +181.2% | -233.9% | -65.9% |
| All | +349.2% | +375.2% | -26.0% | +208.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling