+6.0%
PAYX vs STRL
+526.3%
-520.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.9% |
| 7D | -7.5% | +8.2% | -15.7% | -7.2% |
| 30D | -5.3% | -6.3% | +1.0% | -5.5% |
| 3M | +15.6% | -41.2% | +56.8% | +14.6% |
| 6M | +19.5% | +20.4% | -0.9% | +17.5% |
| YTD | +5.8% | +61.7% | -55.9% | +2.9% |
| 1Y | -10.9% | +72.7% | -83.6% | -14.0% |
| All | +6.0% | +526.3% | -520.3% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling