+41.5%
NU vs PAYX
+9.3%
+32.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | -4.9% | -4.9% | 0.0% | -2.5% |
| 30D | +7.8% | -3.8% | +11.6% | +9.6% |
| 3M | +20.9% | +17.9% | +3.1% | +9.0% |
| 6M | +0.9% | +26.1% | -25.2% | -13.3% |
| YTD | -12.7% | +6.7% | -19.4% | -17.2% |
| 1Y | -6.4% | -10.7% | +4.3% | -0.1% |
| 3Y | +98.1% | +7.0% | +91.1% | +72.8% |
| All | +41.5% | +9.3% | +32.2% | +23.0% |
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