+7.0%
PAYX vs JBLU
-15.7%
+22.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -4.9% | -5.0% | +0.1% | -4.6% |
| 30D | -3.8% | -23.9% | +20.1% | -2.3% |
| 3M | +17.9% | -11.6% | +29.5% | +18.4% |
| 6M | +26.1% | -0.2% | +26.3% | +25.0% |
| YTD | +6.7% | -3.3% | +10.0% | +5.8% |
| 1Y | -10.7% | -15.4% | +4.6% | -11.0% |
| 3Y | +7.0% | -14.7% | +21.7% | +2.9% |
| All | +7.0% | -15.7% | +22.7% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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