+26.4%
USB vs PAYX
+9.3%
+17.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.5% | +3.4% |
| 7D | +0.8% | -0.6% | +1.4% | +1.0% |
| 30D | +6.8% | +11.5% | -4.7% | +1.5% |
| 3M | -3.8% | -3.4% | -0.4% | -3.0% |
| 6M | +11.7% | +26.3% | -14.6% | -1.8% |
| YTD | +17.5% | +6.9% | +10.6% | +11.9% |
| 1Y | +33.8% | +7.1% | +26.7% | +27.1% |
| 3Y | +104.2% | +12.6% | +91.6% | +83.1% |
| 5Y | +26.4% | +9.5% | +16.9% | +10.2% |
| All | +26.4% | +9.3% | +17.1% | +10.2% |
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