-21.0%
PAYC vs EXR
+23.6%
-44.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.4% |
| 7D | -7.9% | -0.7% | -7.2% | -7.6% |
| 30D | +2.1% | -6.9% | +9.1% | +4.9% |
| 3M | +61.8% | -3.0% | +64.8% | +64.1% |
| 6M | +59.9% | -2.9% | +62.9% | +61.6% |
| YTD | +38.5% | +9.3% | +29.2% | +32.3% |
| 1Y | -1.4% | -0.9% | -0.4% | -1.9% |
| 3Y | -21.0% | +24.7% | -45.7% | -28.6% |
| All | -21.0% | +23.6% | -44.6% | -28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling