+7.4%
PAYX vs PL
+518.4%
-511.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -3.9% |
| 7D | -6.9% | -7.5% | +0.6% | -6.8% |
| 30D | -2.6% | -25.6% | +23.0% | -1.9% |
| 3M | +19.4% | -45.6% | +65.0% | +21.2% |
| 6M | +18.7% | -29.5% | +48.2% | +17.9% |
| YTD | +7.8% | -9.7% | +17.5% | +5.6% |
| 1Y | -9.9% | +84.4% | -94.2% | -15.2% |
| 3Y | +7.4% | +550.0% | -542.6% | -11.8% |
| All | +7.4% | +518.4% | -511.0% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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