+168.6%
PAYX vs SEI
+608.3%
-439.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.6% | +0.7% |
| 7D | -7.9% | +20.7% | -28.6% | -9.2% |
| 30D | -5.0% | +9.1% | -14.2% | -5.9% |
| 3M | +15.1% | -6.0% | +21.1% | +14.5% |
| 6M | +23.9% | +18.9% | +5.0% | +19.8% |
| YTD | +6.2% | +40.1% | -34.0% | +0.3% |
| 1Y | -9.6% | +120.6% | -130.3% | -19.4% |
| 3Y | +5.8% | +562.1% | -556.3% | -23.7% |
| 5Y | +22.0% | +954.5% | -932.5% | -21.5% |
| All | +168.6% | +608.3% | -439.7% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 all: compounded portfolio wealth divided by compounded SEI 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…
all analysis · Full analysis span regression · 6 months rolling