+112.5%
NET vs PAYX
+25.4%
+87.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | +0.4% |
| 7D | -7.0% | -4.2% | -2.8% | -3.3% |
| 30D | -4.8% | +2.9% | -7.7% | -7.0% |
| 3M | +3.8% | +23.6% | -19.8% | -15.3% |
| 6M | +50.0% | +30.0% | +20.0% | +16.6% |
| YTD | +41.5% | +12.2% | +29.3% | +25.3% |
| 1Y | +32.8% | -7.5% | +40.3% | +40.0% |
| 3Y | +335.9% | +10.1% | +325.8% | +243.4% |
| All | +112.5% | +25.4% | +87.1% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling