+599.1%
XYZ vs PAYX
+167.8%
+431.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | -0.3% |
| 7D | -4.3% | -4.9% | +0.6% | 0.0% |
| 30D | +1.2% | -3.8% | +5.0% | +4.6% |
| 3M | +14.6% | +17.9% | -3.2% | -2.5% |
| 6M | +22.6% | +26.1% | -3.5% | -3.3% |
| YTD | +21.7% | +6.7% | +15.0% | +12.1% |
| 1Y | +6.7% | -10.7% | +17.5% | +15.6% |
| 3Y | +46.8% | +7.0% | +39.9% | +27.7% |
| 5Y | -68.0% | +22.6% | -90.7% | -74.0% |
| All | +599.1% | +167.8% | +431.3% | +214.4% |
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