+67.8%
B vs PAYX
-6.2%
+74.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -2.9% |
| 7D | -1.6% | -4.2% | +2.6% | -2.8% |
| 30D | +9.4% | +2.9% | +6.5% | +10.5% |
| 3M | +5.0% | +23.6% | -18.6% | +11.8% |
| 6M | -3.5% | +30.0% | -33.6% | +5.5% |
| YTD | +4.5% | +12.2% | -7.7% | +9.3% |
| 1Y | +67.8% | -7.5% | +75.2% | +63.7% |
| All | +67.8% | -6.2% | +74.0% | +63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling