+8.7%
PAYX vs STRL
-30.1%
+38.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -21.5% | +24.1% | 0.0% |
| 7D | +9.7% | -27.1% | +36.8% | +6.0% |
| 30D | +20.2% | -45.8% | +66.0% | +12.5% |
| 3M | +1.1% | -47.6% | +48.7% | -5.4% |
| 6M | +32.7% | -46.4% | +79.1% | +24.0% |
| YTD | +10.5% | -7.4% | +17.9% | +9.7% |
| 1Y | +8.7% | -25.9% | +34.6% | +8.4% |
| All | +8.7% | -30.1% | +38.9% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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