+137.1%
GLD vs PAYX
+20.8%
+116.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | -3.4% | -7.9% | +4.5% | -3.4% |
| 30D | -1.1% | -5.0% | +3.9% | -1.2% |
| 3M | +5.8% | +15.1% | -9.3% | +5.8% |
| 6M | -17.1% | +23.9% | -41.0% | -17.1% |
| YTD | 0.0% | +6.2% | -6.2% | +0.5% |
| 1Y | +18.2% | -9.6% | +27.9% | +19.6% |
| 3Y | +122.6% | +5.8% | +116.8% | +122.1% |
| 5Y | +137.1% | +22.0% | +115.1% | +131.4% |
| All | +137.1% | +20.8% | +116.3% | +131.4% |
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