+164.0%
PAYX vs STT
+271.9%
-107.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.1% |
| 7D | -4.9% | -0.4% | -4.4% | -4.7% |
| 30D | -3.8% | +1.7% | -5.5% | -4.5% |
| 3M | +17.9% | +17.9% | 0.0% | +10.5% |
| 6M | +26.1% | +55.3% | -29.2% | +6.3% |
| YTD | +6.7% | +52.7% | -45.9% | -9.7% |
| 1Y | -10.7% | +75.7% | -86.4% | -28.6% |
| 3Y | +7.0% | +197.9% | -190.9% | -31.1% |
| 5Y | +22.6% | +158.8% | -136.2% | -19.8% |
| All | +164.0% | +271.9% | -107.9% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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