+8.7%
PAYX vs ACWI
+61.1%
-52.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.5% |
| 7D | -2.8% | -0.7% | -2.2% | -2.5% |
| 30D | +11.4% | -2.0% | +13.4% | +12.6% |
| 3M | -3.9% | -2.2% | -1.8% | -2.8% |
| 6M | +27.0% | +1.9% | +25.2% | +24.0% |
| YTD | +7.4% | +12.0% | -4.6% | -3.3% |
| 1Y | +7.9% | +12.5% | -4.6% | -3.3% |
| 3Y | +11.8% | +75.4% | -63.6% | -34.5% |
| All | +8.7% | +61.1% | -52.4% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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