+60.2%
EMR vs PAYX
+6.4%
+53.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.4% |
| 7D | -0.4% | -4.9% | +4.4% | +0.7% |
| 30D | -6.8% | -3.8% | -3.0% | -6.0% |
| 3M | +7.5% | +17.9% | -10.4% | +2.3% |
| 6M | +9.9% | +26.1% | -16.2% | +1.8% |
| YTD | +16.0% | +6.7% | +9.2% | +14.7% |
| 1Y | +12.4% | -10.7% | +23.2% | +20.3% |
| 3Y | +60.2% | +7.0% | +53.3% | +60.0% |
| All | +60.2% | +6.4% | +53.9% | +60.0% |
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 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