+3,774.3%
ASX vs PAYX
+374.8%
+3,399.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.9% | +10.0% | +7.6% |
| 7D | +6.3% | -6.9% | +13.2% | +9.2% |
| 30D | +6.4% | -2.6% | +9.0% | +7.2% |
| 3M | +13.1% | +19.4% | -6.3% | +2.9% |
| 6M | +90.3% | +18.7% | +71.6% | +71.7% |
| YTD | +149.6% | +7.8% | +141.8% | +133.0% |
| 1Y | +249.2% | -9.9% | +259.0% | +250.6% |
| 3Y | +445.9% | +7.4% | +438.5% | +395.8% |
| 5Y | +477.7% | +21.8% | +455.9% | +396.6% |
| 10Y | +913.4% | +161.3% | +752.1% | +511.8% |
| All | +3,774.3% | +374.8% | +3,399.5% | +1,273.7% |
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