+35,385.9%
PAYX vs SU
+61,601.3%
-26,215.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.5% |
| 7D | -4.9% | +2.2% | -7.1% | -4.9% |
| 30D | -3.8% | +8.4% | -12.2% | -3.8% |
| 3M | +17.9% | +12.1% | +5.8% | +17.9% |
| 6M | +26.1% | +19.7% | +6.4% | +26.1% |
| YTD | +6.7% | +58.4% | -51.7% | +6.7% |
| 1Y | -10.7% | +67.2% | -78.0% | -10.8% |
| 3Y | +7.0% | +125.0% | -118.1% | +6.9% |
| 5Y | +22.6% | +355.1% | -332.5% | +22.4% |
| 10Y | +166.5% | +263.7% | -97.2% | +166.1% |
| All | +35,385.9% | +61,601.3% | -26,215.4% | +35,911.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling