+6.4%
PAYX vs ACI
-45.8%
+52.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.6% | +0.5% |
| 7D | -7.9% | -7.1% | -0.8% | -7.0% |
| 30D | -5.0% | -4.5% | -0.6% | -4.4% |
| 3M | +15.1% | -22.3% | +37.4% | +18.0% |
| 6M | +23.9% | -28.4% | +52.3% | +28.2% |
| YTD | +6.2% | -29.5% | +35.7% | +9.7% |
| 1Y | -9.6% | -34.2% | +24.6% | -5.6% |
| All | +6.4% | -45.8% | +52.2% | +14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling