+1,258.4%
NET vs PAYX
+83.2%
+1,175.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.7% | -8.9% | -8.7% |
| 7D | -21.2% | +9.3% | -30.5% | -25.6% |
| 30D | -31.1% | +19.5% | -50.6% | -38.9% |
| 3M | -16.5% | +2.1% | -18.6% | -18.8% |
| 6M | 0.0% | +33.1% | -33.0% | -18.5% |
| YTD | +24.0% | +11.3% | +12.7% | +12.8% |
| 1Y | +7.0% | +8.2% | -1.2% | -1.2% |
| 3Y | +279.6% | +21.0% | +258.5% | +211.1% |
| 5Y | +24.0% | +12.5% | +11.4% | +11.1% |
| All | +1,258.4% | +83.2% | +1,175.2% | +927.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling