+19.5%
PAYX vs SPG
+8.9%
+10.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.2% |
| 7D | -7.5% | -2.7% | -4.8% | -6.9% |
| 30D | -5.3% | -7.3% | +2.0% | -4.0% |
| 3M | +15.6% | -3.5% | +19.1% | +19.0% |
| 6M | +19.5% | +8.5% | +11.0% | +23.8% |
| All | +19.5% | +8.9% | +10.5% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 6mo: compounded portfolio wealth divided by compounded SPG 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…
6mo analysis · Full analysis span regression · 6 months rolling