+332.2%
APP vs PAYX
+21.7%
+310.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.6% |
| 7D | +1.1% | -4.9% | +5.9% | +5.0% |
| 30D | +6.6% | -3.8% | +10.4% | +9.4% |
| 3M | -32.3% | +17.9% | -50.2% | -42.5% |
| 6M | -29.8% | +26.1% | -55.9% | -44.2% |
| YTD | -51.9% | +6.7% | -58.7% | -55.8% |
| 1Y | -43.3% | -10.7% | -32.5% | -39.4% |
| 3Y | +664.1% | +7.0% | +657.1% | +536.9% |
| All | +332.2% | +21.7% | +310.5% | +234.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling