+35,064.1%
PAYX vs BAX
+844.7%
+34,219.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.3% |
| 7D | -7.5% | -5.1% | -2.4% | -6.0% |
| 30D | -5.3% | -12.2% | +6.9% | -1.5% |
| 3M | +15.6% | +21.8% | -6.2% | +8.3% |
| 6M | +19.5% | +36.3% | -16.8% | +7.3% |
| YTD | +5.8% | +27.8% | -22.0% | -4.1% |
| 1Y | -10.9% | -0.1% | -10.8% | -13.4% |
| 3Y | +5.4% | -33.3% | +38.7% | +12.1% |
| 5Y | +20.4% | -67.1% | +87.5% | +58.4% |
| 10Y | +164.1% | -36.9% | +201.0% | +184.8% |
| All | +35,064.1% | +844.7% | +34,219.5% | +15,880.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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