+110.1%
PAYX vs NIO
-36.7%
+146.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.6% |
| 7D | -4.2% | -13.0% | +8.8% | -3.6% |
| 30D | +2.9% | -18.3% | +21.2% | +3.9% |
| 3M | +23.6% | -33.2% | +56.8% | +25.9% |
| 6M | +30.0% | -21.5% | +51.5% | +30.9% |
| YTD | +12.2% | -25.5% | +37.7% | +13.1% |
| 1Y | -7.5% | -38.0% | +30.5% | -6.1% |
| 3Y | +10.1% | -65.5% | +75.6% | +12.8% |
| 5Y | +25.1% | -90.6% | +115.7% | +32.3% |
| All | +110.1% | -36.7% | +146.8% | +93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling