-77.0%
PATH vs PAYX
+10.0%
-87.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +2.0% | +1.8% |
| 7D | -5.3% | +4.4% | -9.7% | -9.1% |
| 30D | -0.5% | +16.4% | -17.0% | -14.3% |
| 3M | -7.1% | -1.6% | -5.6% | -6.0% |
| 6M | +23.8% | +32.4% | -8.6% | -4.0% |
| YTD | -20.7% | +9.0% | -29.7% | -26.9% |
| 1Y | -8.1% | +9.4% | -17.5% | -15.9% |
| 3Y | -21.8% | +17.5% | -39.3% | -39.5% |
| All | -77.0% | +10.0% | -87.0% | -80.7% |
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