+243.8%
HPQ vs PAYX
+167.8%
+76.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.5% | +7.9% | +8.1% |
| 7D | +9.8% | -4.9% | +14.6% | +13.2% |
| 30D | +22.4% | -3.8% | +26.1% | +25.1% |
| 3M | +45.2% | +17.9% | +27.3% | +30.4% |
| 6M | +96.4% | +26.1% | +70.4% | +69.1% |
| YTD | +65.4% | +6.7% | +58.7% | +57.4% |
| 1Y | +31.6% | -10.7% | +42.3% | +39.8% |
| 3Y | +37.0% | +7.0% | +30.1% | +25.6% |
| 5Y | +53.0% | +22.6% | +30.4% | +26.3% |
| All | +243.8% | +167.8% | +76.0% | +75.1% |
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