+789.1%
NOW vs PAYX
+167.8%
+621.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.6% |
| 7D | -6.2% | -4.9% | -1.3% | -2.6% |
| 30D | +6.1% | -3.8% | +9.9% | +9.5% |
| 3M | +28.6% | +17.9% | +10.7% | +14.9% |
| 6M | +14.6% | +26.1% | -11.5% | -1.3% |
| YTD | -13.5% | +6.7% | -20.2% | -16.3% |
| 1Y | -29.4% | -10.7% | -18.6% | -23.0% |
| 3Y | +9.4% | +7.0% | +2.4% | +1.3% |
| 5Y | +2.3% | +22.6% | -20.3% | -12.7% |
| All | +789.1% | +167.8% | +621.3% | +375.6% |
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