+15,250.0%
TER vs PAYX
+35,064.1%
-19,814.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +4.0% |
| 7D | +12.4% | -7.5% | +19.8% | +16.2% |
| 30D | +5.1% | -5.3% | +10.4% | +7.1% |
| 3M | +4.0% | +15.6% | -11.7% | -5.9% |
| 6M | +29.5% | +19.5% | +10.1% | +12.9% |
| YTD | +98.5% | +5.8% | +92.7% | +81.0% |
| 1Y | +234.1% | -10.9% | +245.0% | +228.4% |
| 3Y | +289.0% | +5.4% | +283.6% | +248.8% |
| 5Y | +228.2% | +20.4% | +207.8% | +179.1% |
| 10Y | +1,895.7% | +164.1% | +1,731.6% | +1,059.7% |
| All | +15,250.0% | +35,064.1% | -19,814.2% | +2,562.1% |
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