+22.7%
PAYX vs EXPD
+59.0%
-36.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -3.4% |
| 7D | -6.9% | -0.9% | -6.0% | -6.6% |
| 30D | -2.6% | +4.1% | -6.6% | -3.9% |
| 3M | +19.4% | +13.8% | +5.7% | +14.0% |
| 6M | +18.7% | +27.3% | -8.6% | +8.7% |
| YTD | +7.8% | +25.4% | -17.7% | -1.4% |
| 1Y | -9.9% | +54.4% | -64.2% | -24.1% |
| 3Y | +7.4% | +67.9% | -60.4% | -14.9% |
| All | +22.7% | +59.0% | -36.3% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling