+562.2%
PAYX vs ACWI
+340.5%
+221.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | -1.2% | +2.4% | -3.6% | -3.2% |
| 30D | +7.8% | -1.7% | +9.5% | +8.8% |
| 3M | -6.8% | -3.9% | -2.9% | -4.2% |
| 6M | +31.3% | +0.8% | +30.5% | +28.9% |
| YTD | +7.7% | +11.0% | -3.3% | -3.0% |
| 1Y | +8.1% | +13.1% | -5.0% | -4.1% |
| 3Y | +12.2% | +73.9% | -61.7% | -31.3% |
| 5Y | +8.9% | +59.0% | -50.1% | -27.9% |
| 10Y | +179.0% | +224.4% | -45.4% | +7.8% |
| All | +562.2% | +340.5% | +221.7% | +88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling