+76.9%
SPY vs PAYX
+6.4%
+70.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.8% |
| 7D | -0.8% | -4.9% | +4.1% | +0.2% |
| 30D | -1.1% | -3.8% | +2.7% | -0.4% |
| 3M | +3.9% | +17.9% | -14.0% | -0.1% |
| 6M | +13.6% | +26.1% | -12.5% | +7.3% |
| YTD | +12.7% | +6.7% | +5.9% | +11.5% |
| 1Y | +17.5% | -10.7% | +28.3% | +23.0% |
| 3Y | +76.9% | +7.0% | +69.9% | +74.7% |
| All | +76.9% | +6.4% | +70.5% | +74.7% |
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