+14.5%
PAYX vs NXT
+173.5%
-159.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.6% |
| 7D | -4.9% | -1.9% | -3.0% | -4.9% |
| 30D | -3.8% | -20.0% | +16.2% | -4.1% |
| 3M | +17.9% | -30.7% | +48.6% | +17.4% |
| 6M | +26.1% | -29.0% | +55.0% | +25.4% |
| YTD | +6.7% | -4.8% | +11.6% | +5.2% |
| 1Y | -10.7% | +22.8% | -33.5% | -13.0% |
| 3Y | +7.0% | +93.9% | -87.0% | +0.4% |
| All | +14.5% | +173.5% | -159.0% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 5y: compounded portfolio wealth divided by compounded NXT 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…
5y analysis · Full analysis span regression · 6 months rolling