+494.4%
TEAM vs PAYX
+167.8%
+326.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.3% |
| 7D | -5.2% | -4.9% | -0.4% | -1.7% |
| 30D | +15.8% | -3.8% | +19.6% | +19.4% |
| 3M | +101.5% | +17.9% | +83.6% | +81.6% |
| 6M | +138.2% | +26.1% | +112.1% | +107.2% |
| YTD | +10.8% | +6.7% | +4.1% | +7.7% |
| 1Y | +1.7% | -10.7% | +12.4% | +10.6% |
| 3Y | -16.0% | +7.0% | -23.0% | -20.4% |
| 5Y | -52.7% | +22.6% | -75.3% | -56.7% |
| All | +494.4% | +167.8% | +326.6% | +279.8% |
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