+1,374.0%
BAC vs PAYX
+35,195.9%
-33,821.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -0.3% | -7.9% | +7.7% | +2.8% |
| 30D | -1.8% | -5.0% | +3.3% | 0.0% |
| 3M | +15.3% | +15.1% | +0.2% | +8.5% |
| 6M | +30.2% | +23.9% | +6.2% | +18.6% |
| YTD | +15.6% | +6.2% | +9.4% | +11.3% |
| 1Y | +27.5% | -9.6% | +37.1% | +30.2% |
| 3Y | +137.0% | +5.8% | +131.2% | +125.8% |
| 5Y | +75.6% | +22.0% | +53.6% | +57.5% |
| 10Y | +396.9% | +165.1% | +231.8% | +240.1% |
| All | +1,374.0% | +35,195.9% | -33,821.9% | +330.1% |
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