-2.9%
ADSK vs PAYX
+6.4%
-9.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | 0.0% |
| 7D | -2.5% | -4.9% | +2.3% | +0.5% |
| 30D | -14.9% | -3.8% | -11.1% | -12.6% |
| 3M | +3.3% | +17.9% | -14.5% | -5.1% |
| 6M | -15.7% | +26.1% | -41.7% | -25.1% |
| YTD | -28.2% | +6.7% | -35.0% | -31.4% |
| 1Y | -34.5% | -10.7% | -23.8% | -32.3% |
| 3Y | -2.9% | +7.0% | -9.9% | -9.5% |
| All | -2.9% | +6.4% | -9.3% | -9.5% |
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