+661.5%
PAYX vs AGI
+5,307.1%
-4,645.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -4.9% | -2.7% | -2.1% | -4.8% |
| 30D | -3.8% | +7.2% | -11.0% | -3.9% |
| 3M | +17.9% | +4.3% | +13.6% | +17.7% |
| 6M | +26.1% | -27.1% | +53.2% | +26.5% |
| YTD | +6.7% | -6.6% | +13.3% | +6.6% |
| 1Y | -10.7% | +9.5% | -20.3% | -11.1% |
| 3Y | +7.0% | +208.4% | -201.5% | +4.5% |
| 5Y | +22.6% | +401.6% | -379.0% | +18.6% |
| 10Y | +166.5% | +387.3% | -220.8% | +157.3% |
| All | +661.5% | +5,307.1% | -4,645.6% | +611.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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