+8.9%
PAYX vs AS
+6.1%
+2.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.4% |
| 7D | +0.5% | +4.5% | -4.0% | +0.2% |
| 30D | +12.9% | +13.2% | -0.3% | +12.1% |
| 3M | -3.1% | -11.9% | +8.8% | -3.3% |
| 6M | +27.9% | -11.6% | +39.5% | +27.5% |
| YTD | +8.2% | -14.7% | +22.9% | +9.2% |
| 1Y | +8.9% | +5.7% | +3.2% | +11.9% |
| All | +8.9% | +6.1% | +2.8% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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