-57.6%
FISV vs PAYX
+6.4%
-64.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.0% |
| 7D | -2.7% | -4.9% | +2.2% | +0.9% |
| 30D | 0.0% | -3.8% | +3.8% | +3.0% |
| 3M | -2.8% | +17.9% | -20.7% | -13.2% |
| 6M | -11.8% | +26.1% | -37.9% | -24.9% |
| YTD | -23.2% | +6.7% | -30.0% | -26.9% |
| 1Y | -62.0% | -10.7% | -51.2% | -59.2% |
| 3Y | -57.6% | +7.0% | -64.6% | -57.2% |
| All | -57.6% | +6.4% | -64.0% | -57.2% |
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 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