+2,864.5%
V vs PAYX
+571.3%
+2,293.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.5% | +0.8% |
| 7D | -2.9% | -7.5% | +4.6% | +1.9% |
| 30D | +1.9% | -5.3% | +7.2% | +5.2% |
| 3M | +13.2% | +15.6% | -2.4% | +2.5% |
| 6M | +16.7% | +19.5% | -2.7% | +2.8% |
| YTD | +5.4% | +5.8% | -0.4% | -0.2% |
| 1Y | +7.7% | -10.9% | +18.5% | +13.7% |
| 3Y | +52.0% | +5.4% | +46.6% | +40.1% |
| 5Y | +67.7% | +20.4% | +47.3% | +37.6% |
| 10Y | +384.8% | +164.1% | +220.7% | +120.5% |
| All | +2,864.5% | +571.3% | +2,293.2% | +596.8% |
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 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