+164.0%
PAYX vs STLA
+55.1%
+108.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.7% | 0.0% |
| 7D | -4.9% | -2.9% | -2.0% | -4.2% |
| 30D | -3.8% | +0.9% | -4.7% | -4.1% |
| 3M | +17.9% | -21.6% | +39.5% | +23.8% |
| 6M | +26.1% | -21.6% | +47.7% | +31.0% |
| YTD | +6.7% | -50.4% | +57.2% | +21.8% |
| 1Y | -10.7% | -43.6% | +32.8% | -2.3% |
| 3Y | +7.0% | -66.4% | +73.4% | +27.7% |
| 5Y | +22.6% | -62.3% | +84.9% | +37.0% |
| All | +164.0% | +55.1% | +108.9% | +113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 10y: compounded portfolio wealth divided by compounded STLA 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…
10y analysis · Full analysis span regression · 6 months rolling