+115.6%
ASML vs PAYX
+22.8%
+92.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.9% | +6.8% | +4.2% |
| 7D | +6.0% | -6.9% | +12.9% | +8.3% |
| 30D | +1.4% | -2.6% | +4.0% | +1.9% |
| 3M | +1.0% | +19.4% | -18.4% | -7.2% |
| 6M | +37.0% | +18.7% | +18.3% | +25.3% |
| YTD | +65.8% | +7.8% | +58.0% | +58.9% |
| 1Y | +123.1% | -9.9% | +133.0% | +136.6% |
| 3Y | +188.2% | +7.4% | +180.7% | +150.6% |
| 5Y | +115.6% | +21.8% | +93.8% | +70.5% |
| All | +115.6% | +22.8% | +92.7% | +70.5% |
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 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