+17,168.2%
ISRG vs PAYX
+523.6%
+16,644.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.9% | -0.6% | -2.5% |
| 7D | -5.2% | -6.9% | +1.8% | -1.6% |
| 30D | -7.6% | -2.6% | -5.0% | -6.4% |
| 3M | -16.4% | +19.4% | -35.8% | -23.9% |
| 6M | -28.6% | +18.7% | -47.2% | -35.3% |
| YTD | -38.2% | +7.8% | -46.0% | -41.4% |
| 1Y | -25.5% | -9.9% | -15.6% | -22.8% |
| 3Y | +17.4% | +7.4% | +10.0% | +8.7% |
| 5Y | -3.0% | +21.8% | -24.8% | -15.1% |
| 10Y | +356.0% | +161.3% | +194.7% | +171.4% |
| All | +17,168.2% | +523.6% | +16,644.6% | +6,296.0% |
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