+29,450.0%
PAYX vs ZBRA
+8,909.5%
+20,540.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.1% |
| 7D | -4.9% | -3.4% | -1.4% | -4.1% |
| 30D | -3.8% | -7.4% | +3.6% | -2.3% |
| 3M | +17.9% | +57.5% | -39.6% | +5.8% |
| 6M | +26.1% | +64.0% | -37.9% | +11.4% |
| YTD | +6.7% | +44.3% | -37.6% | -3.4% |
| 1Y | -10.7% | +10.9% | -21.6% | -14.9% |
| 3Y | +7.0% | +37.5% | -30.6% | -5.7% |
| 5Y | +22.6% | -39.7% | +62.3% | +26.3% |
| 10Y | +166.5% | +429.9% | -263.4% | +70.6% |
| All | +29,450.0% | +8,909.5% | +20,540.5% | +11,118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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