+553.4%
SE vs PAYX
+140.8%
+412.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.9% | -1.7% |
| 7D | -5.2% | -4.9% | -0.4% | -2.1% |
| 30D | -17.1% | -3.8% | -13.3% | -15.3% |
| 3M | +24.0% | +17.9% | +6.1% | +9.4% |
| 6M | +21.0% | +26.1% | -5.1% | +0.9% |
| YTD | -16.7% | +6.7% | -23.5% | -22.4% |
| 1Y | -45.9% | -10.7% | -35.2% | -42.9% |
| 3Y | +177.8% | +7.0% | +170.9% | +143.2% |
| 5Y | -67.4% | +22.6% | -90.0% | -72.9% |
| All | +553.4% | +140.8% | +412.6% | +257.7% |
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