+142.4%
GILD vs PAYX
+21.7%
+120.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | -4.8% | -4.9% | 0.0% | -3.6% |
| 30D | +5.8% | -3.8% | +9.6% | +6.8% |
| 3M | +14.9% | +17.9% | -2.9% | +10.1% |
| 6M | -0.4% | +26.1% | -26.4% | -6.5% |
| YTD | +18.5% | +6.7% | +11.8% | +16.4% |
| 1Y | +25.1% | -10.7% | +35.9% | +29.9% |
| 3Y | +105.9% | +7.0% | +98.9% | +102.0% |
| All | +142.4% | +21.7% | +120.7% | +140.0% |
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 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