+1,351.7%
PAYX vs AU
+755.5%
+596.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -4.9% | -4.3% | -0.6% | -4.8% |
| 30D | -3.8% | +7.3% | -11.1% | -4.0% |
| 3M | +17.9% | +26.3% | -8.5% | +17.1% |
| 6M | +26.1% | +1.8% | +24.3% | +25.7% |
| YTD | +6.7% | +26.8% | -20.1% | +5.6% |
| 1Y | -10.7% | +66.7% | -77.4% | -12.5% |
| 3Y | +7.0% | +579.1% | -572.1% | -0.2% |
| 5Y | +22.6% | +689.3% | -666.7% | +13.4% |
| 10Y | +166.5% | +686.6% | -520.1% | +143.9% |
| All | +1,351.7% | +755.5% | +596.2% | +1,359.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling