+1,851.9%
TER vs PAYX
+167.8%
+1,684.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.3% |
| 7D | +6.4% | -4.9% | +11.2% | +8.7% |
| 30D | -5.7% | -3.8% | -1.9% | -4.6% |
| 3M | -0.4% | +17.9% | -18.3% | -11.8% |
| 6M | +25.8% | +26.1% | -0.2% | +4.1% |
| YTD | +96.4% | +6.7% | +89.7% | +77.7% |
| 1Y | +229.2% | -10.7% | +240.0% | +233.1% |
| 3Y | +288.1% | +7.0% | +281.1% | +235.8% |
| 5Y | +219.9% | +22.6% | +197.3% | +153.1% |
| All | +1,851.9% | +167.8% | +1,684.1% | +858.6% |
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 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