+724.9%
DELL vs PAYX
+6.4%
+718.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.4% | +11.9% |
| 7D | +8.2% | -4.9% | +13.1% | +8.6% |
| 30D | +17.1% | -3.8% | +20.9% | +17.3% |
| 3M | +45.2% | +17.9% | +27.3% | +39.6% |
| 6M | +286.8% | +26.1% | +260.7% | +265.9% |
| YTD | +354.8% | +6.7% | +348.0% | +342.9% |
| 1Y | +358.3% | -10.7% | +369.0% | +360.7% |
| 3Y | +724.9% | +7.0% | +717.9% | +757.7% |
| All | +724.9% | +6.4% | +718.5% | +757.7% |
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