+78.9%
UBER vs PAYX
+21.7%
+57.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.5% |
| 7D | -5.4% | -4.9% | -0.5% | -2.8% |
| 30D | -4.9% | -3.8% | -1.1% | -3.0% |
| 3M | +3.0% | +17.9% | -14.8% | -6.3% |
| 6M | -4.4% | +26.1% | -30.5% | -16.8% |
| YTD | -12.3% | +6.7% | -19.0% | -16.2% |
| 1Y | -24.3% | -10.7% | -13.6% | -19.8% |
| 3Y | +46.4% | +7.0% | +39.5% | +31.3% |
| All | +78.9% | +21.7% | +57.1% | +42.8% |
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