+282.9%
SMH vs PAYX
+6.4%
+276.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.5% |
| 7D | +0.3% | -4.9% | +5.1% | +0.1% |
| 30D | -2.8% | -3.8% | +1.0% | -2.9% |
| 3M | -6.7% | +17.9% | -24.6% | -7.6% |
| 6M | +41.8% | +26.1% | +15.7% | +38.8% |
| YTD | +57.9% | +6.7% | +51.1% | +60.6% |
| 1Y | +87.6% | -10.7% | +98.4% | +101.3% |
| 3Y | +282.9% | +7.0% | +276.0% | +283.7% |
| All | +282.9% | +6.4% | +276.5% | +283.7% |
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 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