+7.0%
PAYX vs NVT
+190.9%
-183.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.7% |
| 7D | -4.9% | +4.1% | -8.9% | -4.7% |
| 30D | -3.8% | -5.1% | +1.3% | -3.9% |
| 3M | +17.9% | -1.2% | +19.0% | +18.1% |
| 6M | +26.1% | +46.6% | -20.5% | +23.5% |
| YTD | +6.7% | +60.0% | -53.2% | +3.6% |
| 1Y | -10.7% | +70.8% | -81.5% | -14.2% |
| 3Y | +7.0% | +187.5% | -180.6% | -8.2% |
| All | +7.0% | +190.9% | -183.9% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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