+378.5%
APP vs PAYX
+42.3%
+336.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.3% | +0.3% |
| 7D | +0.1% | -6.9% | +7.0% | +5.4% |
| 30D | -10.0% | -2.6% | -7.4% | -8.7% |
| 3M | -44.6% | +19.4% | -64.1% | -53.2% |
| 6M | -37.9% | +18.7% | -56.5% | -47.4% |
| YTD | -53.7% | +7.8% | -61.5% | -57.7% |
| 1Y | -43.0% | -9.9% | -33.1% | -39.8% |
| 3Y | +640.8% | +7.4% | +633.3% | +525.7% |
| 5Y | +358.8% | +21.8% | +337.0% | +289.1% |
| All | +378.5% | +42.3% | +336.2% | +271.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling