+476.3%
ASX vs PAYX
+5.4%
+470.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.2% |
| 7D | +11.1% | -7.5% | +18.6% | +9.7% |
| 30D | +9.6% | -5.3% | +14.9% | +8.7% |
| 3M | +18.6% | +15.6% | +3.0% | +20.2% |
| 6M | +92.1% | +19.5% | +72.7% | +94.3% |
| YTD | +158.5% | +5.8% | +152.7% | +165.7% |
| 1Y | +271.9% | -10.9% | +282.8% | +295.0% |
| All | +476.3% | +5.4% | +470.8% | +474.8% |
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