+97.1%
PAYX vs ACI
+21.8%
+75.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.3% | -0.7% | -3.6% |
| 7D | -6.9% | -2.6% | -4.4% | -6.7% |
| 30D | -2.6% | +1.1% | -3.7% | -2.7% |
| 3M | +19.4% | -23.6% | +43.1% | +22.3% |
| 6M | +18.7% | -29.9% | +48.6% | +22.5% |
| YTD | +7.8% | -26.9% | +34.6% | +10.6% |
| 1Y | -9.9% | -34.2% | +24.4% | -6.5% |
| 3Y | +7.4% | -43.6% | +51.1% | +12.8% |
| 5Y | +21.8% | -42.4% | +64.2% | +26.6% |
| All | +97.1% | +21.8% | +75.3% | +96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling