+314.7%
SPY vs PAYX
+167.8%
+146.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | -0.8% | -4.9% | +4.1% | +1.5% |
| 30D | -1.1% | -3.8% | +2.7% | +0.5% |
| 3M | +3.9% | +17.9% | -14.0% | -4.8% |
| 6M | +13.6% | +26.1% | -12.5% | -0.1% |
| YTD | +12.7% | +6.7% | +5.9% | +7.2% |
| 1Y | +17.5% | -10.7% | +28.3% | +22.1% |
| 3Y | +76.9% | +7.0% | +69.9% | +62.8% |
| 5Y | +83.6% | +22.6% | +61.0% | +54.8% |
| All | +314.7% | +167.8% | +146.9% | +136.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling