+1,831.4%
T vs PAYX
+35,064.1%
-33,232.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.3% |
| 7D | -3.1% | -7.5% | +4.4% | -1.4% |
| 30D | +4.6% | -5.3% | +9.9% | +5.8% |
| 3M | +12.2% | +15.6% | -3.4% | +8.6% |
| 6M | -6.5% | +19.5% | -25.9% | -10.4% |
| YTD | +4.9% | +5.8% | -0.9% | +2.9% |
| 1Y | -10.5% | -10.9% | +0.4% | -8.9% |
| 3Y | +104.6% | +5.4% | +99.2% | +99.1% |
| 5Y | +64.2% | +20.4% | +43.8% | +54.0% |
| 10Y | +68.4% | +164.1% | -95.6% | +32.9% |
| All | +1,831.4% | +35,064.1% | -33,232.7% | +837.9% |
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