+6,577.3%
FIX vs PAYX
+167.8%
+6,409.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.7% | +6.0% |
| 7D | +5.0% | -4.9% | +9.9% | +7.6% |
| 30D | -2.7% | -3.8% | +1.1% | -1.4% |
| 3M | -8.2% | +17.9% | -26.1% | -18.7% |
| 6M | +20.3% | +26.1% | -5.8% | +0.3% |
| YTD | +81.4% | +6.7% | +74.7% | +65.5% |
| 1Y | +121.5% | -10.7% | +132.2% | +126.2% |
| 3Y | +807.4% | +7.0% | +800.5% | +682.7% |
| 5Y | +2,306.7% | +22.6% | +2,284.1% | +1,730.3% |
| All | +6,577.3% | +167.8% | +6,409.5% | +2,738.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling