+219.9%
SLV vs PAYX
+167.8%
+52.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +1.0% |
| 7D | -2.8% | -4.9% | +2.0% | -2.4% |
| 30D | -1.6% | -3.8% | +2.2% | -1.3% |
| 3M | -4.4% | +17.9% | -22.3% | -6.3% |
| 6M | -25.4% | +26.1% | -51.5% | -27.5% |
| YTD | -9.8% | +6.7% | -16.5% | -10.6% |
| 1Y | +53.8% | -10.7% | +64.5% | +56.5% |
| 3Y | +174.7% | +7.0% | +167.7% | +168.2% |
| 5Y | +164.3% | +22.6% | +141.7% | +150.7% |
| All | +219.9% | +167.8% | +52.0% | +183.4% |
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