+96.8%
META vs PAYX
+12.5%
+84.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.8% |
| 7D | +5.2% | -1.2% | +6.3% | +5.3% |
| 30D | -13.0% | +7.8% | -20.8% | -14.2% |
| 3M | +7.9% | -6.8% | +14.7% | +9.2% |
| 6M | +4.2% | +31.3% | -27.1% | -1.4% |
| YTD | -2.5% | +7.7% | -10.3% | -3.5% |
| 1Y | +5.6% | +8.1% | -2.5% | +4.3% |
| 3Y | +96.8% | +12.2% | +84.6% | +98.2% |
| All | +96.8% | +12.5% | +84.3% | +98.2% |
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 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