+7.0%
PAYX vs NVS
+54.2%
-47.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -4.9% | -14.3% | +9.4% | -2.2% |
| 30D | -3.8% | -10.0% | +6.2% | -2.0% |
| 3M | +17.9% | -10.9% | +28.8% | +20.2% |
| 6M | +26.1% | -12.0% | +38.0% | +28.9% |
| YTD | +6.7% | +2.5% | +4.2% | +4.4% |
| 1Y | -10.7% | +10.7% | -21.4% | -14.7% |
| 3Y | +7.0% | +53.3% | -46.3% | -6.1% |
| All | +7.0% | +54.2% | -47.2% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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