-25.8%
TE vs PAYX
+7.8%
-33.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.6% | -6.2% | -1.4% |
| 7D | +3.8% | +9.7% | -5.9% | +12.2% |
| 30D | -26.2% | +20.2% | -46.4% | -14.1% |
| 3M | -49.7% | +1.1% | -50.8% | -48.5% |
| 6M | -46.5% | +32.7% | -79.2% | -34.7% |
| YTD | -59.1% | +10.5% | -69.7% | -58.9% |
| 1Y | -25.8% | +8.7% | -34.6% | -26.6% |
| All | -25.8% | +7.8% | -33.6% | -26.6% |
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 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