+1,612.8%
SMCI vs PAYX
+176.5%
+1,436.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +2.3% | -10.7% | -9.3% |
| 7D | -7.2% | -2.6% | -4.6% | -6.4% |
| 30D | -7.8% | -2.9% | -4.9% | -7.0% |
| 3M | +20.6% | +19.0% | +1.6% | +10.0% |
| 6M | +19.5% | +31.0% | -11.5% | +2.9% |
| YTD | +25.5% | +9.2% | +16.3% | +17.5% |
| 1Y | -18.4% | -8.4% | -9.9% | -17.1% |
| 3Y | +35.7% | +10.3% | +25.3% | +16.9% |
| 5Y | +918.6% | +26.2% | +892.4% | +709.6% |
| 10Y | +1,612.8% | +177.0% | +1,435.8% | +753.7% |
| All | +1,612.8% | +176.5% | +1,436.3% | +753.7% |
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