+2,876.9%
TQQQ vs PAYX
+167.8%
+2,709.1%
-81.7%
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% | +1.8% |
| 7D | -1.9% | -4.9% | +2.9% | +4.9% |
| 30D | -4.9% | -3.8% | -1.1% | -0.6% |
| 3M | -6.4% | +17.9% | -24.3% | -31.8% |
| 6M | +44.4% | +26.1% | +18.3% | -9.8% |
| YTD | +35.2% | +6.7% | +28.4% | +6.6% |
| 1Y | +49.5% | -10.7% | +60.3% | +53.4% |
| 3Y | +250.7% | +7.0% | +243.7% | +148.8% |
| 5Y | +104.7% | +22.6% | +82.1% | +37.9% |
| All | +2,876.9% | +167.8% | +2,709.1% | +768.3% |
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