+16.0%
TFC vs PAYX
-9.0%
+25.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -2.4% | -4.9% | +2.4% | -1.7% |
| 30D | -3.4% | -3.8% | +0.4% | -2.9% |
| 3M | +0.4% | +17.9% | -17.4% | -2.4% |
| 6M | +12.7% | +26.1% | -13.4% | +8.3% |
| YTD | +5.6% | +6.7% | -1.2% | +6.2% |
| 1Y | +16.0% | -10.7% | +26.8% | +21.9% |
| All | +16.0% | -9.0% | +25.0% | +21.9% |
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