+149.1%
TT vs PAYX
+21.7%
+127.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -1.2% | -4.9% | +3.7% | +0.2% |
| 30D | -7.3% | -3.8% | -3.5% | -6.4% |
| 3M | -3.6% | +17.9% | -21.5% | -9.3% |
| 6M | +2.8% | +26.1% | -23.3% | -6.3% |
| YTD | +14.5% | +6.7% | +7.8% | +11.5% |
| 1Y | +7.4% | -10.7% | +18.2% | +13.5% |
| 3Y | +116.2% | +7.0% | +109.3% | +101.3% |
| All | +149.1% | +21.7% | +127.3% | +118.8% |
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