+294.9%
SCHW vs PAYX
+167.8%
+127.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -1.9% | -4.9% | +3.0% | +0.8% |
| 30D | -1.6% | -3.8% | +2.2% | +0.3% |
| 3M | +21.3% | +17.9% | +3.4% | +9.8% |
| 6M | +16.5% | +26.1% | -9.6% | +0.9% |
| YTD | +8.4% | +6.7% | +1.7% | +2.8% |
| 1Y | +15.6% | -10.7% | +26.4% | +21.2% |
| 3Y | +86.8% | +7.0% | +79.9% | +69.4% |
| 5Y | +60.5% | +22.6% | +37.9% | +31.2% |
| All | +294.9% | +167.8% | +127.1% | +93.6% |
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 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