+7.0%
PAYX vs AVTR
-27.0%
+33.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | -4.9% | -1.1% | -3.8% | -4.7% |
| 30D | -3.8% | +6.3% | -10.1% | -4.8% |
| 3M | +17.9% | +53.3% | -35.4% | +9.7% |
| 6M | +26.1% | +78.6% | -52.6% | +14.1% |
| YTD | +6.7% | +29.2% | -22.5% | +1.7% |
| 1Y | -10.7% | +13.8% | -24.6% | -13.8% |
| 3Y | +7.0% | -27.4% | +34.4% | +8.4% |
| All | +7.0% | -27.0% | +33.9% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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