+7.0%
PAYX vs AR
+42.0%
-35.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | -4.9% | -2.5% | -2.4% | -4.6% |
| 30D | -3.8% | +2.5% | -6.3% | -4.0% |
| 3M | +17.9% | +12.3% | +5.6% | +16.6% |
| 6M | +26.1% | -3.1% | +29.2% | +26.1% |
| YTD | +6.7% | +11.5% | -4.8% | +5.5% |
| 1Y | -10.7% | +17.0% | -27.8% | -12.3% |
| 3Y | +7.0% | +47.3% | -40.3% | +3.9% |
| All | +7.0% | +42.0% | -35.0% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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