+458.4%
AXP vs PAYX
+166.4%
+292.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.6% |
| 7D | -2.8% | -7.9% | +5.2% | +2.5% |
| 30D | -5.9% | -5.0% | -0.9% | -3.0% |
| 3M | +2.6% | +15.1% | -12.5% | -7.9% |
| 6M | +6.4% | +23.9% | -17.5% | -10.0% |
| YTD | -12.6% | +6.2% | -18.8% | -18.1% |
| 1Y | +0.2% | -9.6% | +9.9% | +4.9% |
| 3Y | +110.9% | +5.8% | +105.1% | +91.4% |
| 5Y | +114.7% | +22.0% | +92.8% | +70.7% |
| All | +458.4% | +166.4% | +292.1% | +164.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling