+95.2%
PAYX vs ACI
+21.2%
+74.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | +0.2% |
| 7D | -4.9% | -3.7% | -1.1% | -4.5% |
| 30D | -3.8% | +0.6% | -4.4% | -3.8% |
| 3M | +17.9% | -20.3% | +38.2% | +20.2% |
| 6M | +26.1% | -24.7% | +50.7% | +29.2% |
| YTD | +6.7% | -27.2% | +34.0% | +9.6% |
| 1Y | -10.7% | -32.7% | +22.0% | -7.7% |
| 3Y | +7.0% | -43.9% | +50.9% | +12.4% |
| 5Y | +22.6% | -38.9% | +61.5% | +27.1% |
| All | +95.2% | +21.2% | +74.0% | +94.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling