+696.9%
AVGO vs PAYX
+21.7%
+675.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +1.1% | -4.9% | +6.0% | +2.7% |
| 30D | -13.0% | -3.8% | -9.2% | -12.0% |
| 3M | -6.0% | +17.9% | -23.8% | -12.6% |
| 6M | +6.4% | +26.1% | -19.7% | -4.8% |
| YTD | +5.0% | +6.7% | -1.8% | +1.4% |
| 1Y | +1.4% | -10.7% | +12.1% | +6.9% |
| 3Y | +336.8% | +7.0% | +329.8% | +295.8% |
| All | +696.9% | +21.7% | +675.2% | +575.9% |
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