+20.4%
PAYX vs AVAV
+33.5%
-13.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.4% | +3.5% | -1.5% |
| 7D | -7.5% | -3.2% | -4.3% | -7.3% |
| 30D | -5.3% | -25.6% | +20.3% | -3.6% |
| 3M | +15.6% | -20.2% | +35.9% | +16.8% |
| 6M | +19.5% | -38.1% | +57.5% | +22.4% |
| YTD | +5.8% | -41.8% | +47.6% | +8.2% |
| 1Y | -10.9% | -39.0% | +28.2% | -9.7% |
| 3Y | +5.4% | +24.1% | -18.6% | -5.7% |
| 5Y | +20.4% | +53.0% | -32.7% | -0.9% |
| All | +20.4% | +33.5% | -13.2% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling