+8.2%
PAYX vs SU
+74.1%
-65.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +0.6% |
| 7D | +9.3% | -11.0% | +20.3% | +9.1% |
| 30D | +19.5% | +1.2% | +18.3% | +19.3% |
| 3M | +2.1% | +10.6% | -8.6% | +2.0% |
| 6M | +33.1% | +0.5% | +32.6% | +31.5% |
| YTD | +11.3% | +58.9% | -47.7% | +20.4% |
| 1Y | +8.2% | +71.0% | -62.9% | +18.0% |
| All | +8.2% | +74.1% | -65.9% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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