+79.4%
AMZN vs PAYX
+6.4%
+73.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.8% |
| 7D | -0.7% | -4.9% | +4.2% | +0.4% |
| 30D | -3.9% | -3.8% | -0.1% | -3.2% |
| 3M | +6.3% | +17.9% | -11.5% | +1.8% |
| 6M | +20.8% | +26.1% | -5.3% | +13.4% |
| YTD | +11.2% | +6.7% | +4.5% | +10.0% |
| 1Y | +11.7% | -10.7% | +22.4% | +16.8% |
| 3Y | +79.4% | +7.0% | +72.5% | +80.1% |
| All | +79.4% | +6.4% | +73.0% | +80.1% |
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