+56.5%
TEL vs PAYX
+21.7%
+34.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.0% | +3.4% |
| 7D | +1.6% | -4.9% | +6.4% | +3.7% |
| 30D | -0.7% | -3.8% | +3.1% | +0.8% |
| 3M | +2.4% | +17.9% | -15.4% | -5.6% |
| 6M | +4.1% | +26.1% | -21.9% | -7.9% |
| YTD | -5.8% | +6.7% | -12.6% | -9.5% |
| 1Y | +0.9% | -10.7% | +11.6% | +6.8% |
| 3Y | +72.6% | +7.0% | +65.6% | +57.5% |
| All | +56.5% | +21.7% | +34.8% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling