+2,627.8%
NOW vs PAYX
+488.1%
+2,139.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.9% | -1.1% | -2.0% |
| 7D | -6.1% | -6.9% | +0.9% | -0.7% |
| 30D | +7.5% | -2.6% | +10.1% | +10.0% |
| 3M | +17.5% | +19.4% | -1.9% | +3.7% |
| 6M | +7.9% | +18.7% | -10.7% | -3.3% |
| YTD | -12.4% | +7.8% | -20.2% | -15.9% |
| 1Y | -28.6% | -9.9% | -18.7% | -22.4% |
| 3Y | +11.8% | +7.4% | +4.4% | +3.2% |
| 5Y | +2.6% | +21.8% | -19.2% | -12.7% |
| 10Y | +790.0% | +161.3% | +628.7% | +316.1% |
| All | +2,627.8% | +488.1% | +2,139.7% | +634.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling