+35,064.1%
PAYX vs SMTC
+69,847.7%
-34,783.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.0% |
| 7D | -7.5% | +22.5% | -29.9% | -9.7% |
| 30D | -5.3% | +24.9% | -30.2% | -8.3% |
| 3M | +15.6% | +4.1% | +11.5% | +12.8% |
| 6M | +19.5% | +92.6% | -73.1% | +7.0% |
| YTD | +5.8% | +122.5% | -116.7% | -7.3% |
| 1Y | -10.9% | +166.2% | -177.1% | -24.1% |
| 3Y | +5.4% | +577.2% | -571.7% | -26.0% |
| 5Y | +20.4% | +119.0% | -98.6% | -4.6% |
| 10Y | +164.1% | +527.9% | -363.8% | +79.4% |
| All | +35,064.1% | +69,847.7% | -34,783.6% | +17,829.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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