+1,607.1%
AMAT vs PAYX
+166.4%
+1,440.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.5% | -3.4% |
| 7D | +4.2% | -7.9% | +12.1% | +8.9% |
| 30D | -13.5% | -5.0% | -8.5% | -11.5% |
| 3M | -8.6% | +15.1% | -23.7% | -19.4% |
| 6M | +31.6% | +23.9% | +7.6% | +8.1% |
| YTD | +77.3% | +6.2% | +71.1% | +60.5% |
| 1Y | +179.4% | -9.6% | +189.0% | +182.2% |
| 3Y | +215.0% | +5.8% | +209.2% | +168.3% |
| 5Y | +245.8% | +22.0% | +223.8% | +162.6% |
| All | +1,607.1% | +166.4% | +1,440.7% | +674.8% |
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