+35,385.9%
PAYX vs NI
+5,095.2%
+30,290.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | -3.8% | -1.4% | -2.4% | -3.4% |
| 3M | +17.9% | -10.6% | +28.4% | +22.8% |
| 6M | +26.1% | -9.3% | +35.4% | +30.1% |
| YTD | +6.7% | +1.1% | +5.6% | +5.3% |
| 1Y | -10.7% | +3.4% | -14.1% | -12.8% |
| 3Y | +7.0% | +67.9% | -60.9% | -14.6% |
| 5Y | +22.6% | +98.0% | -75.3% | -8.6% |
| 10Y | +166.5% | +143.6% | +22.9% | +81.8% |
| All | +35,385.9% | +5,095.2% | +30,290.7% | +9,267.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 all: compounded portfolio wealth divided by compounded NI 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…
all analysis · Full analysis span regression · 6 months rolling