-48.1%
TOST vs PAYX
+23.5%
-71.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.7% | -0.7% |
| 7D | -4.7% | -7.5% | +2.8% | +2.8% |
| 30D | -9.1% | -5.3% | -3.8% | -4.4% |
| 3M | +29.8% | +15.6% | +14.2% | +10.3% |
| 6M | +10.0% | +19.5% | -9.4% | -9.9% |
| YTD | -8.6% | +5.8% | -14.4% | -14.6% |
| 1Y | -20.7% | -10.9% | -9.8% | -11.6% |
| 3Y | +55.7% | +5.4% | +50.3% | +34.8% |
| All | -48.1% | +23.5% | -71.6% | -62.6% |
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 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