+478.3%
PAYX vs AVAV
+370.1%
+108.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +0.8% |
| 7D | -1.2% | +4.2% | -5.4% | -1.8% |
| 30D | +7.8% | -2.6% | +10.4% | +7.6% |
| 3M | -6.8% | -38.0% | +31.1% | -1.8% |
| 6M | +31.3% | -27.0% | +58.3% | +33.6% |
| YTD | +7.7% | -51.4% | +59.1% | +13.7% |
| 1Y | +8.1% | -60.2% | +68.3% | +16.9% |
| 3Y | +12.2% | -6.7% | +18.8% | +1.6% |
| 5Y | +8.9% | +28.3% | -19.4% | -9.8% |
| 10Y | +179.0% | +320.5% | -141.5% | +77.8% |
| All | +478.3% | +370.1% | +108.2% | +212.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling