-2.2%
PAYC vs EXR
-2.8%
+0.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -1.1% |
| 7D | -8.7% | -3.1% | -5.7% | -8.1% |
| 30D | +1.2% | -7.5% | +8.7% | +2.9% |
| 3M | +58.6% | -7.5% | +66.1% | +61.5% |
| 6M | +56.6% | -5.2% | +61.8% | +59.9% |
| YTD | +36.2% | +6.5% | +29.7% | +30.3% |
| 1Y | -2.2% | -2.0% | -0.2% | -2.9% |
| All | -2.2% | -2.8% | +0.6% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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