+6.4%
PAYX vs FLUT
-43.3%
+49.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.0% | +0.5% |
| 7D | -7.9% | -3.6% | -4.3% | -7.4% |
| 30D | -5.0% | -0.3% | -4.7% | -5.1% |
| 3M | +15.1% | -12.6% | +27.7% | +17.0% |
| 6M | +23.9% | -8.0% | +31.9% | +24.6% |
| YTD | +6.2% | -54.1% | +60.3% | +15.8% |
| 1Y | -9.6% | -66.1% | +56.5% | +2.0% |
| All | +6.4% | -43.3% | +49.7% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 3y: compounded portfolio wealth divided by compounded FLUT 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…
3y analysis · Full analysis span regression · 6 months rolling