+31.3%
NFLX vs PAYX
+21.7%
+9.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | -1.1% | -4.9% | +3.8% | +1.4% |
| 30D | +4.3% | -3.8% | +8.1% | +6.4% |
| 3M | -4.8% | +17.9% | -22.6% | -12.6% |
| 6M | -18.4% | +26.1% | -44.5% | -28.1% |
| YTD | -17.4% | +6.7% | -24.2% | -20.7% |
| 1Y | -35.7% | -10.7% | -24.9% | -32.0% |
| 3Y | +73.8% | +7.0% | +66.8% | +54.2% |
| All | +31.3% | +21.7% | +9.6% | +3.4% |
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 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