+22.9%
PAYX vs STLA
-63.7%
+86.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -7.9% | -3.8% | -4.1% | -7.4% |
| 30D | -5.0% | -3.1% | -1.9% | -4.7% |
| 3M | +15.1% | -19.6% | +34.7% | +18.4% |
| 6M | +23.9% | -23.5% | +47.4% | +27.5% |
| YTD | +6.2% | -51.5% | +57.7% | +16.8% |
| 1Y | -9.6% | -39.7% | +30.0% | -5.4% |
| 3Y | +5.8% | -66.3% | +72.1% | +19.2% |
| All | +22.9% | -63.7% | +86.6% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling