+8.2%
PAYX vs ULTA
+25.8%
-17.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.9% |
| 7D | +9.3% | +0.2% | +9.0% | +9.2% |
| 30D | +19.5% | +18.7% | +0.8% | +17.1% |
| 3M | +2.1% | +20.5% | -18.4% | -0.2% |
| 6M | +33.1% | +22.0% | +11.0% | +29.1% |
| YTD | +11.3% | +7.4% | +3.9% | +8.1% |
| 1Y | +8.2% | +24.5% | -16.3% | +2.3% |
| All | +8.2% | +25.8% | -17.6% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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