+189.0%
B vs PAYX
+5.8%
+183.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.5% |
| 7D | -5.0% | -7.9% | +2.9% | -5.2% |
| 30D | +8.7% | -5.0% | +13.8% | +8.6% |
| 3M | +17.3% | +15.1% | +2.2% | +17.3% |
| 6M | -5.0% | +23.9% | -29.0% | -4.9% |
| YTD | +1.4% | +6.2% | -4.7% | +2.9% |
| 1Y | +50.5% | -9.6% | +60.1% | +56.1% |
| All | +189.0% | +5.8% | +183.2% | +202.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling