+7.0%
PAYX vs ONTO
+115.7%
-108.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.7% |
| 7D | -4.9% | +4.9% | -9.8% | -4.7% |
| 30D | -3.8% | -16.6% | +12.8% | -4.2% |
| 3M | +17.9% | -7.3% | +25.2% | +18.0% |
| 6M | +26.1% | +45.9% | -19.9% | +24.7% |
| YTD | +6.7% | +78.2% | -71.4% | +4.5% |
| 1Y | -10.7% | +159.8% | -170.6% | -14.5% |
| 3Y | +7.0% | +123.4% | -116.4% | -6.7% |
| All | +7.0% | +115.7% | -108.7% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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