-7.5%
PAYX vs ACI
-32.3%
+24.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.7% |
| 7D | -4.2% | +0.2% | -4.4% | -4.2% |
| 30D | +2.9% | +5.9% | -3.0% | +2.3% |
| 3M | +23.6% | -19.8% | +43.4% | +24.8% |
| 6M | +30.0% | -24.7% | +54.8% | +32.2% |
| YTD | +12.2% | -24.4% | +36.6% | +13.2% |
| 1Y | -7.5% | -31.5% | +24.0% | -1.9% |
| All | -7.5% | -32.3% | +24.9% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 1y: compounded portfolio wealth divided by compounded ACI 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…
1y analysis · Full analysis span regression · 6 months rolling