+252.8%
SPOT vs PAYX
+148.2%
+104.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.5% |
| 7D | -3.1% | -4.9% | +1.8% | -0.7% |
| 30D | +7.4% | -3.8% | +11.2% | +9.3% |
| 3M | +8.2% | +17.9% | -9.7% | -0.6% |
| 6M | +2.2% | +26.1% | -23.9% | -9.6% |
| YTD | -9.5% | +6.7% | -16.2% | -13.2% |
| 1Y | -23.8% | -10.7% | -13.1% | -20.5% |
| 3Y | +233.5% | +7.0% | +226.5% | +208.4% |
| 5Y | +112.2% | +22.6% | +89.6% | +86.6% |
| All | +252.8% | +148.2% | +104.7% | +144.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling