+275.1%
BLK vs PAYX
+167.8%
+107.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.3% |
| 7D | -3.3% | -4.9% | +1.6% | -0.3% |
| 30D | -6.5% | -3.8% | -2.7% | -4.4% |
| 3M | +6.7% | +17.9% | -11.1% | -4.5% |
| 6M | +14.7% | +26.1% | -11.3% | -2.8% |
| YTD | +2.5% | +6.7% | -4.2% | -3.8% |
| 1Y | -2.8% | -10.7% | +8.0% | +2.6% |
| 3Y | +65.9% | +7.0% | +58.9% | +49.5% |
| 5Y | +33.0% | +22.6% | +10.4% | +7.9% |
| All | +275.1% | +167.8% | +107.2% | +81.9% |
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