+274.7%
IONQ vs PAYX
+49.4%
+225.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.9% | +6.3% | +5.6% |
| 7D | +7.1% | -6.9% | +14.1% | +13.2% |
| 30D | -8.9% | -2.6% | -6.3% | -7.8% |
| 3M | -35.6% | +19.4% | -55.0% | -47.4% |
| 6M | +13.3% | +18.7% | -5.4% | -9.0% |
| YTD | -9.8% | +7.8% | -17.6% | -20.3% |
| 1Y | -1.3% | -9.9% | +8.5% | +4.2% |
| 3Y | +109.3% | +7.4% | +101.8% | +73.3% |
| 5Y | +304.7% | +21.8% | +282.9% | +238.5% |
| All | +274.7% | +49.4% | +225.3% | +167.2% |
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