+547.4%
PLTR vs PAYX
+21.7%
+525.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.4% |
| 7D | -4.1% | -4.9% | +0.8% | -0.2% |
| 30D | -2.2% | -3.8% | +1.6% | +1.0% |
| 3M | +27.6% | +17.9% | +9.7% | +11.4% |
| 6M | +10.3% | +26.1% | -15.8% | -9.1% |
| YTD | -5.9% | +6.7% | -12.7% | -11.7% |
| 1Y | +1.7% | -10.7% | +12.5% | +10.5% |
| 3Y | +959.1% | +7.0% | +952.1% | +799.6% |
| All | +547.4% | +21.7% | +525.7% | +390.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 5y: compounded portfolio wealth divided by compounded PAYX 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…
5y analysis · Full analysis span regression · 6 months rolling