+8,189.7%
USB vs PAYX
+35,425.3%
-27,235.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.5% | +3.2% |
| 7D | +0.8% | -0.6% | +1.4% | +0.9% |
| 30D | +6.8% | +11.5% | -4.7% | +2.9% |
| 3M | -3.8% | -3.4% | -0.4% | -3.2% |
| 6M | +11.7% | +26.3% | -14.6% | +2.6% |
| YTD | +17.5% | +6.9% | +10.6% | +13.2% |
| 1Y | +33.8% | +7.1% | +26.7% | +28.8% |
| 3Y | +104.2% | +12.6% | +91.6% | +92.5% |
| 5Y | +26.4% | +9.5% | +16.9% | +20.0% |
| 10Y | +89.2% | +184.3% | -95.1% | +36.5% |
| All | +8,189.7% | +35,425.3% | -27,235.6% | +3,073.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling