-49.7%
INTU vs PAYX
-6.2%
-43.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.7% | -0.5% |
| 7D | -7.1% | -4.2% | -2.9% | -2.7% |
| 30D | +1.5% | +2.9% | -1.5% | -1.3% |
| 3M | +10.7% | +23.6% | -13.0% | -10.4% |
| 6M | -23.8% | +30.0% | -53.9% | -41.1% |
| YTD | -49.3% | +12.2% | -61.5% | -57.3% |
| 1Y | -49.7% | -7.5% | -42.2% | -54.9% |
| All | -49.7% | -6.2% | -43.4% | -54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling