+41.9%
SO vs PAYX
+6.4%
+35.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | -1.1% | -4.9% | +3.8% | -0.4% |
| 30D | -5.0% | -3.8% | -1.2% | -4.6% |
| 3M | -5.8% | +17.9% | -23.6% | -8.3% |
| 6M | -7.9% | +26.1% | -34.0% | -11.4% |
| YTD | +2.4% | +6.7% | -4.3% | +2.0% |
| 1Y | -2.3% | -10.7% | +8.5% | +1.5% |
| 3Y | +41.9% | +7.0% | +34.9% | +42.2% |
| All | +41.9% | +6.4% | +35.5% | +42.2% |
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