+524.8%
FAST vs PAYX
+166.4%
+358.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | -0.4% | -7.9% | +7.5% | +3.9% |
| 30D | -6.4% | -5.0% | -1.4% | -4.1% |
| 3M | +7.1% | +15.1% | -8.1% | -1.5% |
| 6M | +7.0% | +23.9% | -16.9% | -6.5% |
| YTD | +24.1% | +6.2% | +18.0% | +17.8% |
| 1Y | +4.4% | -9.6% | +14.0% | +8.4% |
| 3Y | +93.2% | +5.8% | +87.4% | +79.1% |
| 5Y | +106.4% | +22.0% | +84.4% | +73.5% |
| All | +524.8% | +166.4% | +358.4% | +217.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling