+1,154.5%
C vs PAYX
+35,732.2%
-34,577.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | +1.0% |
| 7D | +3.2% | -6.9% | +10.1% | +6.3% |
| 30D | +1.3% | -2.6% | +3.9% | +2.2% |
| 3M | +3.1% | +19.4% | -16.3% | -5.6% |
| 6M | +29.6% | +18.7% | +11.0% | +18.3% |
| YTD | +19.0% | +7.8% | +11.2% | +12.9% |
| 1Y | +45.6% | -9.9% | +55.5% | +49.3% |
| 3Y | +269.3% | +7.4% | +261.8% | +246.3% |
| 5Y | +131.6% | +21.8% | +109.7% | +103.3% |
| 10Y | +286.5% | +161.3% | +125.3% | +149.5% |
| All | +1,154.5% | +35,732.2% | -34,577.6% | +201.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling