+43.3%
SHEL vs PAYX
+7.8%
+35.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.9% | -2.2% |
| 7D | -3.2% | +9.7% | -12.9% | -3.2% |
| 30D | +5.5% | +20.2% | -14.7% | +5.8% |
| 3M | +14.4% | +1.1% | +13.3% | +14.0% |
| 6M | +16.2% | +32.7% | -16.5% | +15.8% |
| YTD | +42.4% | +10.5% | +31.9% | +37.8% |
| 1Y | +43.3% | +8.7% | +34.5% | +38.9% |
| All | +43.3% | +7.8% | +35.5% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling