-21.0%
PAYC vs EXEL
+160.6%
-181.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.3% | -3.1% | -5.3% |
| 7D | -7.9% | +1.4% | -9.3% | -7.9% |
| 30D | +2.1% | +6.7% | -4.5% | +2.0% |
| 3M | +61.8% | +11.5% | +50.3% | +60.5% |
| 6M | +59.9% | +38.8% | +21.1% | +55.1% |
| YTD | +38.5% | +31.6% | +6.9% | +35.0% |
| 1Y | -1.4% | +53.0% | -54.4% | -5.6% |
| 3Y | -21.0% | +160.8% | -181.8% | -20.0% |
| All | -21.0% | +160.6% | -181.6% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling