+156.4%
B vs PAYX
+21.7%
+134.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -2.4% | -4.9% | +2.5% | -1.8% |
| 30D | +6.3% | -3.8% | +10.1% | +6.8% |
| 3M | +12.1% | +17.9% | -5.7% | +9.4% |
| 6M | -3.1% | +26.1% | -29.2% | -6.6% |
| YTD | +2.0% | +6.7% | -4.8% | +1.3% |
| 1Y | +51.7% | -10.7% | +62.4% | +56.8% |
| 3Y | +190.5% | +7.0% | +183.5% | +183.8% |
| All | +156.4% | +21.7% | +134.7% | +143.3% |
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