+8.2%
PAYX vs SOXQ
+29.4%
-21.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -12.1% | +12.8% | -2.5% |
| 7D | +9.3% | -21.6% | +30.9% | +2.8% |
| 30D | +19.5% | -31.7% | +51.2% | +9.2% |
| 3M | +2.1% | -24.8% | +26.9% | -4.3% |
| 6M | +33.1% | -17.7% | +50.7% | +27.5% |
| YTD | +11.3% | +27.7% | -16.5% | +12.1% |
| 1Y | +8.2% | +26.0% | -17.8% | +9.2% |
| All | +8.2% | +29.4% | -21.2% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling