+30.8%
USB vs PAYX
-11.3%
+42.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.4% |
| 7D | -1.1% | -7.5% | +6.4% | 0.0% |
| 30D | -3.2% | -5.3% | +2.1% | -2.6% |
| 3M | +11.8% | +15.6% | -3.8% | +8.8% |
| 6M | +21.4% | +19.5% | +1.9% | +18.1% |
| YTD | +18.6% | +5.8% | +12.8% | +18.6% |
| 1Y | +30.8% | -10.9% | +41.7% | +34.6% |
| All | +30.8% | -11.3% | +42.1% | +34.6% |
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 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