+558.6%
QQQ vs PAYX
+167.8%
+390.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | -0.6% | -4.9% | +4.3% | +1.8% |
| 30D | -1.2% | -3.8% | +2.6% | +0.4% |
| 3M | -0.2% | +17.9% | -18.1% | -9.2% |
| 6M | +17.9% | +26.1% | -8.2% | +2.6% |
| YTD | +16.6% | +6.7% | +9.9% | +10.3% |
| 1Y | +23.0% | -10.7% | +33.7% | +27.7% |
| 3Y | +92.9% | +7.0% | +86.0% | +75.7% |
| 5Y | +95.6% | +22.6% | +73.0% | +64.1% |
| All | +558.6% | +167.8% | +390.7% | +269.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling