+70.9%
QCOM vs PAYX
+5.8%
+65.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +4.9% | -7.9% | +12.8% | +7.0% |
| 30D | +9.3% | -5.0% | +14.4% | +10.5% |
| 3M | -7.0% | +15.1% | -22.1% | -11.4% |
| 6M | +32.0% | +23.9% | +8.1% | +21.2% |
| YTD | +5.0% | +6.2% | -1.1% | +3.3% |
| 1Y | +13.6% | -9.6% | +23.2% | +20.1% |
| All | +70.9% | +5.8% | +65.1% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling