+75.9%
DE vs PAYX
+6.4%
+69.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | -2.6% | -4.9% | +2.3% | -1.8% |
| 30D | +9.0% | -3.8% | +12.8% | +9.7% |
| 3M | +19.1% | +17.9% | +1.3% | +15.4% |
| 6M | +14.4% | +26.1% | -11.7% | +8.7% |
| YTD | +45.9% | +6.7% | +39.2% | +46.5% |
| 1Y | +43.6% | -10.7% | +54.3% | +54.0% |
| 3Y | +75.9% | +7.0% | +68.9% | +80.2% |
| All | +75.9% | +6.4% | +69.5% | +80.2% |
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