+292.4%
C vs PAYX
+167.8%
+124.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | +0.8% | -4.9% | +5.7% | +3.8% |
| 30D | +0.9% | -3.8% | +4.7% | +2.9% |
| 3M | +1.1% | +17.9% | -16.8% | -10.4% |
| 6M | +28.4% | +26.1% | +2.3% | +7.9% |
| YTD | +20.8% | +6.7% | +14.0% | +12.6% |
| 1Y | +43.4% | -10.7% | +54.2% | +50.4% |
| 3Y | +274.9% | +7.0% | +267.9% | +235.9% |
| 5Y | +136.7% | +22.6% | +114.1% | +84.2% |
| All | +292.4% | +167.8% | +124.6% | +89.0% |
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