+53.3%
V vs PAYX
+6.4%
+46.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | -1.2% | -4.9% | +3.6% | +0.8% |
| 30D | +3.1% | -3.8% | +6.9% | +4.6% |
| 3M | +16.3% | +17.9% | -1.5% | +8.3% |
| 6M | +20.4% | +26.1% | -5.7% | +8.6% |
| YTD | +6.3% | +6.7% | -0.5% | +2.7% |
| 1Y | +8.7% | -10.7% | +19.5% | +13.6% |
| 3Y | +53.3% | +7.0% | +46.3% | +53.2% |
| All | +53.3% | +6.4% | +46.9% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling