-79.9%
FIG vs PAYX
-16.5%
-63.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.5% | +4.2% | +4.2% |
| 7D | -3.8% | -4.9% | +1.0% | +1.5% |
| 30D | -2.3% | -3.8% | +1.5% | +2.4% |
| 3M | +20.0% | +17.9% | +2.1% | +3.9% |
| 6M | -16.7% | +26.1% | -42.7% | -31.7% |
| YTD | -37.9% | +6.7% | -44.7% | -49.0% |
| 1Y | -58.5% | -10.7% | -47.8% | -69.6% |
| All | -79.9% | -16.5% | -63.4% | -86.5% |
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 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