+1,278.0%
AAPL vs PAYX
+167.8%
+1,110.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +3.8% | -4.9% | +8.7% | +6.5% |
| 30D | +9.9% | -3.8% | +13.7% | +12.0% |
| 3M | +12.5% | +17.9% | -5.4% | +2.4% |
| 6M | +27.6% | +26.1% | +1.6% | +11.0% |
| YTD | +22.6% | +6.7% | +15.8% | +16.2% |
| 1Y | +45.0% | -10.7% | +55.7% | +51.6% |
| 3Y | +87.8% | +7.0% | +80.8% | +71.9% |
| 5Y | +128.7% | +22.6% | +106.1% | +91.9% |
| All | +1,278.0% | +167.8% | +1,110.2% | +712.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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