+8,149.7%
FLEX vs PAYX
+7,572.3%
+577.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -0.5% |
| 7D | +6.4% | -7.5% | +13.8% | +10.4% |
| 30D | -5.9% | -5.3% | -0.6% | -3.8% |
| 3M | -23.5% | +15.6% | -39.1% | -31.0% |
| 6M | +83.7% | +19.5% | +64.3% | +59.8% |
| YTD | +86.5% | +5.8% | +80.7% | +71.2% |
| 1Y | +100.5% | -10.9% | +111.4% | +100.7% |
| 3Y | +469.8% | +5.4% | +464.4% | +407.1% |
| 5Y | +725.7% | +20.4% | +705.3% | +580.5% |
| 10Y | +1,086.7% | +164.1% | +922.6% | +543.2% |
| All | +8,149.7% | +7,572.3% | +577.4% | +1,928.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling