+584.7%
F vs PAYX
+35,732.2%
-35,147.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.9% | -0.3% | -3.0% |
| 7D | +1.2% | -6.9% | +8.1% | +3.5% |
| 30D | +1.2% | -2.6% | +3.8% | +2.0% |
| 3M | -5.7% | +19.4% | -25.1% | -11.2% |
| 6M | +17.9% | +18.7% | -0.7% | +10.4% |
| YTD | +10.4% | +7.8% | +2.6% | +6.2% |
| 1Y | +25.3% | -9.9% | +35.2% | +27.5% |
| 3Y | +37.5% | +7.4% | +30.0% | +31.4% |
| 5Y | +46.5% | +21.8% | +24.7% | +35.5% |
| 10Y | +86.4% | +161.3% | -74.9% | +37.0% |
| All | +584.7% | +35,732.2% | -35,147.5% | +140.2% |
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 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