-65.0%
FIS vs PAYX
+21.7%
-86.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | -0.2% |
| 7D | -7.9% | -4.9% | -3.0% | -5.0% |
| 30D | -8.0% | -3.8% | -4.2% | -5.7% |
| 3M | +0.6% | +17.9% | -17.3% | -8.7% |
| 6M | -22.2% | +26.1% | -48.3% | -32.3% |
| YTD | -40.8% | +6.7% | -47.5% | -43.2% |
| 1Y | -41.5% | -10.7% | -30.8% | -38.1% |
| 3Y | -25.5% | +7.0% | -32.5% | -30.8% |
| All | -65.0% | +21.7% | -86.7% | -70.2% |
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 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