+19.2%
ISRG vs PAYX
+5.8%
+13.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.7% | +1.9% |
| 7D | -2.5% | -7.9% | +5.4% | +0.1% |
| 30D | -10.2% | -5.0% | -5.1% | -8.7% |
| 3M | -12.5% | +15.1% | -27.6% | -16.4% |
| 6M | -25.8% | +23.9% | -49.7% | -30.9% |
| YTD | -36.4% | +6.2% | -42.5% | -37.6% |
| 1Y | -19.9% | -9.6% | -10.3% | -17.0% |
| All | +19.2% | +5.8% | +13.4% | +16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling