+402.6%
XME vs PAYC
+358.9%
+43.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.3% |
| 7D | -4.2% | -5.5% | +1.3% | -3.1% |
| 30D | -2.7% | +3.8% | -6.5% | -3.7% |
| 3M | -3.9% | +65.8% | -69.7% | -15.6% |
| 6M | -1.0% | +68.7% | -69.7% | -14.2% |
| YTD | +9.8% | +38.3% | -28.5% | -0.6% |
| 1Y | +32.5% | -2.4% | +34.9% | +30.4% |
| 3Y | +124.3% | -21.5% | +145.9% | +122.1% |
| 5Y | +165.8% | -52.7% | +218.5% | +190.0% |
| All | +402.6% | +358.9% | +43.8% | +250.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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