-80.3%
PATH vs PAYX
+38.6%
-119.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.3% | -1.4% |
| 7D | -24.6% | -7.5% | -17.1% | -18.6% |
| 30D | -13.0% | -5.3% | -7.7% | -7.7% |
| 3M | +26.2% | +15.6% | +10.6% | +12.1% |
| 6M | +13.4% | +19.5% | -6.1% | -1.7% |
| YTD | -17.2% | +5.8% | -23.0% | -20.5% |
| 1Y | +14.0% | -10.9% | +24.9% | +25.9% |
| 3Y | -26.6% | +5.4% | -32.0% | -34.6% |
| 5Y | -75.1% | +20.4% | -95.4% | -78.7% |
| All | -80.3% | +38.6% | -119.0% | -84.2% |
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