+8,313.4%
PWR vs PAYX
+1,630.6%
+6,682.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.5% |
| 7D | -0.2% | -7.9% | +7.7% | +3.1% |
| 30D | -7.7% | -5.0% | -2.7% | -6.2% |
| 3M | -4.9% | +15.1% | -20.0% | -12.1% |
| 6M | +9.7% | +23.9% | -14.2% | -2.9% |
| YTD | +46.7% | +6.2% | +40.5% | +37.5% |
| 1Y | +58.7% | -9.6% | +68.3% | +58.9% |
| 3Y | +200.7% | +5.8% | +194.9% | +175.5% |
| 5Y | +438.6% | +22.0% | +416.6% | +361.9% |
| 10Y | +2,392.1% | +165.1% | +2,227.0% | +1,416.7% |
| All | +8,313.4% | +1,630.6% | +6,682.8% | +2,904.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling