+258.8%
ASX vs PAYX
-9.0%
+267.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -0.6% |
| 7D | +5.2% | -4.9% | +10.1% | +1.9% |
| 30D | +0.5% | -3.8% | +4.3% | -1.7% |
| 3M | +8.3% | +17.9% | -9.5% | +21.5% |
| 6M | +82.0% | +26.1% | +56.0% | +107.9% |
| YTD | +147.6% | +6.7% | +140.9% | +166.5% |
| 1Y | +258.8% | -10.7% | +269.6% | +251.3% |
| All | +258.8% | -9.0% | +267.9% | +251.3% |
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