+96.9%
PSX vs PAYX
+7.8%
+89.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.2% | -5.0% |
| 7D | -5.2% | +9.7% | -14.9% | -6.8% |
| 30D | -3.7% | +20.2% | -23.9% | -6.7% |
| 3M | +26.8% | +1.1% | +25.7% | +25.8% |
| 6M | +47.3% | +32.7% | +14.6% | +38.0% |
| YTD | +105.4% | +10.5% | +94.9% | +98.4% |
| 1Y | +96.9% | +8.7% | +88.2% | +91.4% |
| All | +96.9% | +7.8% | +89.1% | +91.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling