-43.3%
APP vs PAYX
-9.0%
-34.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.8% |
| 7D | +1.1% | -4.9% | +5.9% | +2.8% |
| 30D | +6.6% | -3.8% | +10.4% | +7.8% |
| 3M | -32.3% | +17.9% | -50.2% | -38.9% |
| 6M | -29.8% | +26.1% | -55.9% | -39.6% |
| YTD | -51.9% | +6.7% | -58.7% | -59.2% |
| 1Y | -43.3% | -10.7% | -32.5% | -46.0% |
| All | -43.3% | -9.0% | -34.3% | -46.0% |
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