+114.5%
AXP vs PAYX
+19.2%
+95.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -0.4% |
| 7D | -2.5% | -7.5% | +5.0% | +1.3% |
| 30D | -5.0% | -5.3% | +0.3% | -2.7% |
| 3M | +1.4% | +15.6% | -14.3% | -7.0% |
| 6M | +6.0% | +19.5% | -13.5% | -5.0% |
| YTD | -12.3% | +5.8% | -18.1% | -16.0% |
| 1Y | +0.3% | -10.9% | +11.1% | +5.8% |
| 3Y | +111.7% | +5.4% | +106.2% | +98.3% |
| 5Y | +114.5% | +20.4% | +94.2% | +90.3% |
| All | +114.5% | +19.2% | +95.3% | +90.3% |
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