+162.6%
PAYX vs SUI
+102.6%
+60.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.8% |
| 7D | -7.9% | -4.1% | -3.8% | -6.2% |
| 30D | -5.0% | -3.2% | -1.9% | -3.8% |
| 3M | +15.1% | -8.4% | +23.5% | +19.5% |
| 6M | +23.9% | -14.4% | +38.3% | +32.1% |
| YTD | +6.2% | -5.5% | +11.7% | +8.4% |
| 1Y | -9.6% | -7.3% | -2.3% | -7.1% |
| 3Y | +5.8% | +9.9% | -4.1% | -1.6% |
| 5Y | +22.0% | -31.6% | +53.5% | +39.5% |
| All | +162.6% | +102.6% | +60.0% | +108.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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