+44.4%
PAYC vs EXR
+53.9%
-9.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | -11.1% | +2.7% | -13.8% | -12.0% |
| 30D | +1.8% | +18.9% | -17.1% | -4.5% |
| 3M | +10.2% | +8.4% | +1.8% | +6.8% |
| 6M | +73.5% | +14.3% | +59.2% | +65.3% |
| YTD | +49.4% | +27.2% | +22.2% | +34.8% |
| 1Y | +47.2% | +25.9% | +21.3% | +33.3% |
| 3Y | +44.4% | +54.6% | -10.2% | +20.2% |
| All | +44.4% | +53.9% | -9.4% | +20.2% |
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