+40.6%
NVDL vs PAYX
-6.2%
+46.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +0.3% |
| 7D | +11.7% | -4.2% | +15.9% | +9.4% |
| 30D | +7.8% | +2.9% | +4.9% | +9.7% |
| 3M | +3.3% | +23.6% | -20.3% | +15.3% |
| 6M | +38.9% | +30.0% | +8.9% | +59.7% |
| YTD | +28.5% | +12.2% | +16.3% | +35.6% |
| 1Y | +40.6% | -7.5% | +48.1% | +37.0% |
| All | +40.6% | -6.2% | +46.8% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling