+344.5%
ZETA vs PAYX
+21.7%
+322.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.8% |
| 7D | -3.7% | -4.9% | +1.1% | +0.9% |
| 30D | +5.7% | -3.8% | +9.5% | +9.6% |
| 3M | +50.4% | +17.9% | +32.6% | +27.3% |
| 6M | +65.5% | +26.1% | +39.4% | +31.7% |
| YTD | +48.3% | +6.7% | +41.6% | +38.3% |
| 1Y | +45.4% | -10.7% | +56.1% | +60.1% |
| 3Y | +270.8% | +7.0% | +263.8% | +233.8% |
| All | +344.5% | +21.7% | +322.8% | +155.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling