+176.0%
QLD vs PAYX
+5.4%
+170.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.1% |
| 7D | +1.9% | -7.5% | +9.4% | +4.1% |
| 30D | -1.8% | -5.3% | +3.5% | -0.4% |
| 3M | -0.1% | +15.6% | -15.7% | -6.3% |
| 6M | +32.6% | +19.5% | +13.1% | +22.0% |
| YTD | +27.9% | +5.8% | +22.1% | +25.7% |
| 1Y | +40.3% | -10.9% | +51.1% | +52.9% |
| All | +176.0% | +5.4% | +170.5% | +170.4% |
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 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