+256.9%
BNY vs PAYX
+21.7%
+235.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -1.3% | -4.9% | +3.5% | +0.5% |
| 30D | -0.2% | -3.8% | +3.6% | +1.1% |
| 3M | +14.9% | +17.9% | -2.9% | +6.5% |
| 6M | +40.0% | +26.1% | +13.9% | +25.3% |
| YTD | +42.0% | +6.7% | +35.2% | +36.6% |
| 1Y | +56.9% | -10.7% | +67.6% | +63.9% |
| 3Y | +289.9% | +7.0% | +282.9% | +266.1% |
| All | +256.9% | +21.7% | +235.2% | +216.4% |
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