+14.5%
NET vs PAYX
+7.8%
+6.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -3.4% |
| 7D | -16.4% | +9.7% | -26.1% | -19.1% |
| 30D | -25.8% | +20.2% | -46.0% | -31.6% |
| 3M | -11.5% | +1.1% | -12.6% | -11.3% |
| 6M | +18.9% | +32.7% | -13.8% | -0.6% |
| YTD | +35.2% | +10.5% | +24.7% | +10.0% |
| 1Y | +14.5% | +8.7% | +5.7% | -7.3% |
| All | +14.5% | +7.8% | +6.7% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling