+42,568.5%
PAYX vs TRMB
+3,260.0%
+39,308.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.5% |
| 7D | -7.5% | -2.9% | -4.6% | -7.0% |
| 30D | -5.3% | -1.8% | -3.5% | -5.0% |
| 3M | +15.6% | +8.4% | +7.2% | +14.2% |
| 6M | +19.5% | -18.5% | +38.0% | +23.1% |
| YTD | +5.8% | -26.7% | +32.5% | +10.8% |
| 1Y | -10.9% | -28.3% | +17.4% | -6.5% |
| 3Y | +5.4% | +12.6% | -7.2% | +2.4% |
| 5Y | +20.4% | -38.7% | +59.1% | +26.9% |
| 10Y | +164.1% | +120.8% | +43.3% | +131.1% |
| All | +42,568.5% | +3,260.0% | +39,308.5% | +24,504.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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