+114.4%
META vs PAYX
+5.4%
+109.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.9% | +8.4% | +6.9% |
| 7D | +10.3% | -7.5% | +17.7% | +12.0% |
| 30D | +9.9% | -5.3% | +15.2% | +11.1% |
| 3M | +11.9% | +15.6% | -3.7% | +8.6% |
| 6M | +1.2% | +19.5% | -18.3% | -2.6% |
| YTD | -0.8% | +5.8% | -6.6% | -1.5% |
| 1Y | -14.3% | -10.9% | -3.5% | -11.0% |
| All | +114.4% | +5.4% | +109.0% | +115.7% |
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 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