+177.8%
SE vs PAYX
+6.4%
+171.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.9% | -1.5% |
| 7D | -5.2% | -4.9% | -0.4% | -4.1% |
| 30D | -17.1% | -3.8% | -13.3% | -16.4% |
| 3M | +24.0% | +17.9% | +6.1% | +18.2% |
| 6M | +21.0% | +26.1% | -5.1% | +13.1% |
| YTD | -16.7% | +6.7% | -23.5% | -18.5% |
| 1Y | -45.9% | -10.7% | -35.2% | -44.2% |
| 3Y | +177.8% | +7.0% | +170.9% | +181.8% |
| All | +177.8% | +6.4% | +171.4% | +181.8% |
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