-2.0%
FISV vs PAYX
+9.5%
-11.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.6% |
| 7D | +29.4% | +9.3% | +20.2% | +21.5% |
| 30D | +38.0% | +19.5% | +18.5% | +21.3% |
| 3M | +15.9% | +2.1% | +13.9% | +14.1% |
| 6M | +9.5% | +33.1% | -23.5% | -12.4% |
| YTD | -6.6% | +11.3% | -17.9% | -12.6% |
| 1Y | -2.0% | +8.2% | -10.2% | -6.0% |
| All | -2.0% | +9.5% | -11.4% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling