+47.6%
ON vs PAYX
+7.8%
+39.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -0.4% |
| 7D | -5.8% | +9.7% | -15.5% | -0.7% |
| 30D | -17.1% | +20.2% | -37.3% | -8.1% |
| 3M | -11.8% | +1.1% | -12.9% | -10.4% |
| 6M | -30.2% | +32.7% | -62.9% | -18.7% |
| YTD | +31.6% | +10.5% | +21.0% | +63.3% |
| 1Y | +47.6% | +8.7% | +38.8% | +84.8% |
| All | +47.6% | +7.8% | +39.8% | +84.8% |
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 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