+440.6%
ASX vs PAYX
+21.7%
+418.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +5.2% | -4.9% | +10.1% | +6.2% |
| 30D | +0.5% | -3.8% | +4.3% | +1.1% |
| 3M | +8.3% | +17.9% | -9.5% | +1.8% |
| 6M | +82.0% | +26.1% | +56.0% | +65.3% |
| YTD | +147.6% | +6.7% | +140.9% | +140.1% |
| 1Y | +258.8% | -10.7% | +269.6% | +278.1% |
| 3Y | +452.1% | +7.0% | +445.1% | +398.1% |
| All | +440.6% | +21.7% | +418.8% | +321.2% |
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