+164.0%
PAYX vs EXR
+151.8%
+12.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.2% |
| 7D | -4.9% | -1.2% | -3.7% | -4.4% |
| 30D | -3.8% | -6.2% | +2.4% | -1.2% |
| 3M | +17.9% | -7.4% | +25.3% | +21.9% |
| 6M | +26.1% | -0.5% | +26.6% | +26.0% |
| YTD | +6.7% | +8.1% | -1.3% | +2.5% |
| 1Y | -10.7% | -2.9% | -7.9% | -10.4% |
| 3Y | +7.0% | +22.9% | -16.0% | -6.3% |
| 5Y | +22.6% | -10.2% | +32.8% | +21.8% |
| All | +164.0% | +151.8% | +12.2% | +73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling