+155.2%
W vs PAYX
+167.8%
-12.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.7% |
| 7D | -0.9% | -4.9% | +4.0% | +3.5% |
| 30D | -4.2% | -3.8% | -0.4% | -1.5% |
| 3M | +26.9% | +17.9% | +9.0% | +6.7% |
| 6M | +31.2% | +26.1% | +5.2% | +1.7% |
| YTD | -1.8% | +6.7% | -8.6% | -11.2% |
| 1Y | +9.3% | -10.7% | +20.1% | +17.2% |
| 3Y | +33.2% | +7.0% | +26.2% | +12.2% |
| 5Y | -62.4% | +22.6% | -85.0% | -70.1% |
| All | +155.2% | +167.8% | -12.6% | -0.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling