-22.9%
SPOT vs PAYX
-6.2%
-16.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -2.2% |
| 7D | -0.9% | -4.2% | +3.3% | +0.6% |
| 30D | +12.5% | +2.9% | +9.6% | +11.2% |
| 3M | +9.9% | +23.6% | -13.7% | +1.5% |
| 6M | +1.6% | +30.0% | -28.5% | -7.9% |
| YTD | -6.6% | +12.2% | -18.8% | -17.6% |
| 1Y | -22.9% | -7.5% | -15.5% | -32.2% |
| All | -22.9% | -6.2% | -16.7% | -32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling