-80.8%
PATH vs PAYX
+41.2%
-122.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +0.9% |
| 7D | +2.1% | -1.2% | +3.3% | +3.1% |
| 30D | +1.6% | +7.8% | -6.2% | -5.7% |
| 3M | -20.4% | -6.8% | -13.6% | -15.7% |
| 6M | +40.1% | +31.3% | +8.8% | +10.2% |
| YTD | -19.0% | +7.7% | -26.8% | -24.4% |
| 1Y | -5.8% | +8.1% | -13.9% | -12.7% |
| 3Y | -22.9% | +12.2% | -35.1% | -36.3% |
| 5Y | -75.3% | +8.9% | -84.2% | -78.6% |
| All | -80.8% | +41.2% | -122.0% | -84.9% |
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