+101.6%
PSX vs PAYX
-9.0%
+110.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.3% |
| 7D | +1.7% | -4.9% | +6.6% | +2.3% |
| 30D | +15.6% | -3.8% | +19.4% | +16.0% |
| 3M | +46.5% | +17.9% | +28.6% | +42.1% |
| 6M | +55.0% | +26.1% | +28.9% | +48.5% |
| YTD | +105.3% | +6.7% | +98.5% | +96.6% |
| 1Y | +101.6% | -10.7% | +112.3% | +84.1% |
| All | +101.6% | -9.0% | +110.6% | +84.1% |
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