+268.4%
IONQ vs PAYX
+20.8%
+247.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.7% |
| 7D | -5.6% | -7.9% | +2.3% | +0.9% |
| 30D | -15.2% | -5.0% | -10.1% | -12.2% |
| 3M | -34.9% | +15.1% | -50.1% | -45.5% |
| 6M | +4.9% | +23.9% | -19.0% | -20.7% |
| YTD | -17.9% | +6.2% | -24.1% | -26.9% |
| 1Y | -16.0% | -9.6% | -6.4% | -11.4% |
| 3Y | +90.5% | +5.8% | +84.7% | +56.1% |
| 5Y | +268.4% | +22.0% | +246.4% | +253.7% |
| All | +268.4% | +20.8% | +247.6% | +253.7% |
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