+1,264.4%
BE vs PAYX
+21.7%
+1,242.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.1% | +6.5% |
| 7D | +9.0% | -4.9% | +13.9% | +10.4% |
| 30D | +16.3% | -3.8% | +20.1% | +17.1% |
| 3M | +10.8% | +17.9% | -7.1% | +0.1% |
| 6M | +73.2% | +26.1% | +47.1% | +48.5% |
| YTD | +217.4% | +6.7% | +210.6% | +197.7% |
| 1Y | +309.8% | -10.7% | +320.5% | +336.2% |
| 3Y | +1,726.2% | +7.0% | +1,719.2% | +1,388.2% |
| All | +1,264.4% | +21.7% | +1,242.7% | +911.4% |
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