+67.1%
PWR vs PAYX
-9.0%
+76.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.5% |
| 7D | +4.2% | -4.9% | +9.0% | +0.7% |
| 30D | -4.0% | -3.8% | -0.3% | -6.2% |
| 3M | -4.8% | +17.9% | -22.6% | +6.0% |
| 6M | +14.6% | +26.1% | -11.4% | +32.4% |
| YTD | +54.2% | +6.7% | +47.5% | +68.2% |
| 1Y | +67.1% | -10.7% | +77.9% | +74.6% |
| All | +67.1% | -9.0% | +76.1% | +74.6% |
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