+87.8%
AAPL vs PAYX
+6.4%
+81.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | +3.8% | -4.9% | +8.7% | +5.1% |
| 30D | +9.9% | -3.8% | +13.7% | +10.9% |
| 3M | +12.5% | +17.9% | -5.4% | +7.7% |
| 6M | +27.6% | +26.1% | +1.6% | +19.6% |
| YTD | +22.6% | +6.7% | +15.8% | +21.0% |
| 1Y | +45.0% | -10.7% | +55.7% | +52.7% |
| 3Y | +87.8% | +7.0% | +80.8% | +86.4% |
| All | +87.8% | +6.4% | +81.4% | +86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling