+106.1%
FAST vs PAYX
+19.2%
+86.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.4% |
| 7D | +1.8% | -7.5% | +9.3% | +5.2% |
| 30D | -6.4% | -5.3% | -1.1% | -4.4% |
| 3M | +5.3% | +15.6% | -10.3% | -1.9% |
| 6M | +5.4% | +19.5% | -14.1% | -4.0% |
| YTD | +23.6% | +5.8% | +17.8% | +19.6% |
| 1Y | +4.1% | -10.9% | +14.9% | +10.4% |
| 3Y | +92.4% | +5.4% | +86.9% | +81.6% |
| 5Y | +106.1% | +20.4% | +85.7% | +89.5% |
| All | +106.1% | +19.2% | +86.9% | +89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling