+7.0%
NET vs PAYX
+9.5%
-2.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.7% | -8.9% | -8.5% |
| 7D | -21.2% | +9.3% | -30.5% | -23.7% |
| 30D | -31.1% | +19.5% | -50.6% | -36.3% |
| 3M | -16.5% | +2.1% | -18.6% | -16.6% |
| 6M | 0.0% | +33.1% | -33.0% | -16.5% |
| YTD | +24.0% | +11.3% | +12.7% | +0.8% |
| 1Y | +7.0% | +8.2% | -1.2% | -13.3% |
| All | +7.0% | +9.5% | -2.5% | -13.3% |
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