-35.9%
APP vs PAYX
-6.2%
-29.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.9% | +3.1% |
| 7D | +0.9% | -4.2% | +5.1% | +2.3% |
| 30D | -23.3% | +2.9% | -26.2% | -24.3% |
| 3M | -42.6% | +23.6% | -66.3% | -49.0% |
| 6M | -33.6% | +30.0% | -63.6% | -43.2% |
| YTD | -52.4% | +12.2% | -64.6% | -60.1% |
| 1Y | -35.9% | -7.5% | -28.4% | -39.6% |
| All | -35.9% | -6.2% | -29.6% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling