+44.6%
SMCI vs PAYX
+6.4%
+38.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +7.4% |
| 7D | +1.3% | -4.9% | +6.1% | 0.0% |
| 30D | +6.6% | -3.8% | +10.4% | +5.6% |
| 3M | +25.4% | +17.9% | +7.6% | +29.7% |
| 6M | +26.1% | +26.1% | +0.1% | +31.3% |
| YTD | +37.0% | +6.7% | +30.3% | +40.9% |
| 1Y | -8.8% | -10.7% | +2.0% | -7.6% |
| 3Y | +44.6% | +7.0% | +37.6% | +39.5% |
| All | +44.6% | +6.4% | +38.2% | +39.5% |
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