+151.8%
PAYX vs SNAP
-77.4%
+229.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.9% |
| 7D | -6.9% | +1.5% | -8.4% | -7.1% |
| 30D | -2.6% | +1.9% | -4.5% | -2.8% |
| 3M | +19.4% | -3.9% | +23.3% | +19.4% |
| 6M | +18.7% | +5.2% | +13.4% | +17.3% |
| YTD | +7.8% | -32.7% | +40.5% | +10.3% |
| 1Y | -9.9% | -24.8% | +14.9% | -8.9% |
| 3Y | +7.4% | -42.2% | +49.6% | +6.5% |
| 5Y | +21.8% | -92.7% | +114.5% | +35.1% |
| All | +151.8% | -77.4% | +229.2% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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