-7.5%
PAYX vs AU
+100.5%
-107.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.9% |
| 7D | -4.2% | -3.6% | -0.6% | -4.5% |
| 30D | +2.9% | +23.9% | -21.0% | +5.2% |
| 3M | +23.6% | +19.1% | +4.5% | +26.4% |
| 6M | +30.0% | -0.2% | +30.2% | +31.5% |
| YTD | +12.2% | +32.5% | -20.3% | +14.8% |
| 1Y | -7.5% | +96.9% | -104.4% | -5.4% |
| All | -7.5% | +100.5% | -107.9% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling