+7.0%
PAYX vs ALL
+152.0%
-145.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.3% |
| 7D | -4.9% | -2.3% | -2.6% | -4.1% |
| 30D | -3.8% | -0.4% | -3.4% | -3.6% |
| 3M | +17.9% | +16.0% | +1.8% | +12.4% |
| 6M | +26.1% | +24.6% | +1.5% | +17.3% |
| YTD | +6.7% | +23.7% | -16.9% | -0.6% |
| 1Y | -10.7% | +27.7% | -38.5% | -17.9% |
| 3Y | +7.0% | +150.2% | -143.3% | -15.2% |
| All | +7.0% | +152.0% | -145.0% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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