+98.8%
PAYX vs NIO
-40.3%
+139.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.6% | +0.5% |
| 7D | -7.9% | -7.3% | -0.7% | -7.6% |
| 30D | -5.0% | -22.5% | +17.5% | -3.9% |
| 3M | +15.1% | -30.9% | +46.0% | +17.0% |
| 6M | +23.9% | -37.2% | +61.1% | +26.2% |
| YTD | +6.2% | -29.8% | +36.0% | +7.4% |
| 1Y | -9.6% | -37.4% | +27.8% | -8.4% |
| 3Y | +5.8% | -64.3% | +70.2% | +8.1% |
| 5Y | +22.0% | -90.6% | +112.5% | +29.0% |
| All | +98.8% | -40.3% | +139.2% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling