+8,931.0%
PAYX vs SUI
+4,047.2%
+4,883.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | -1.2% | -1.5% | +0.3% | -0.7% |
| 30D | +7.8% | +3.7% | +4.1% | +6.5% |
| 3M | -6.8% | -0.4% | -6.4% | -6.7% |
| 6M | +31.3% | -2.8% | +34.1% | +32.6% |
| YTD | +7.7% | -1.6% | +9.3% | +8.1% |
| 1Y | +8.1% | -2.1% | +10.1% | +8.6% |
| 3Y | +12.2% | +18.5% | -6.3% | +3.8% |
| 5Y | +8.9% | -26.5% | +35.5% | +18.0% |
| 10Y | +179.0% | +121.6% | +57.3% | +105.3% |
| All | +8,931.0% | +4,047.2% | +4,883.9% | +3,007.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling