+23.6%
PAYX vs SBAC
-43.5%
+67.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.1% |
| 7D | -4.9% | -2.1% | -2.8% | -4.3% |
| 30D | -3.8% | +2.0% | -5.8% | -4.3% |
| 3M | +17.9% | -8.3% | +26.2% | +20.5% |
| 6M | +26.1% | +0.3% | +25.8% | +24.4% |
| YTD | +6.7% | -2.2% | +9.0% | +5.8% |
| 1Y | -10.7% | -4.6% | -6.1% | -10.9% |
| 3Y | +7.0% | -8.3% | +15.3% | +5.4% |
| All | +23.6% | -43.5% | +67.0% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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