+726.0%
PAYX vs SPXU
-100.0%
+826.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | +0.9% |
| 7D | -7.9% | +6.4% | -14.3% | -6.1% |
| 30D | -5.0% | +5.9% | -11.0% | -3.2% |
| 3M | +15.1% | -11.7% | +26.8% | +11.1% |
| 6M | +23.9% | -28.7% | +52.6% | +12.4% |
| YTD | +6.2% | -26.4% | +32.5% | -2.3% |
| 1Y | -9.6% | -35.2% | +25.6% | -19.8% |
| 3Y | +5.8% | -79.8% | +85.6% | -30.1% |
| 5Y | +22.0% | -86.1% | +108.0% | -17.2% |
| 10Y | +165.1% | -99.5% | +264.6% | -12.8% |
| All | +726.0% | -100.0% | +826.0% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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