+619.5%
APP vs PAYX
+5.4%
+614.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.4% | -1.4% |
| 7D | -4.4% | -7.5% | +3.1% | -1.1% |
| 30D | -10.0% | -5.3% | -4.7% | -8.0% |
| 3M | -41.4% | +15.6% | -57.1% | -46.5% |
| 6M | -41.0% | +19.5% | -60.5% | -47.3% |
| YTD | -54.7% | +5.8% | -60.5% | -57.5% |
| 1Y | -45.3% | -10.9% | -34.5% | -44.3% |
| All | +619.5% | +5.4% | +614.1% | +577.6% |
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 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