+7.0%
PAYX vs BB
+64.9%
-58.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.5% |
| 7D | -4.9% | -0.4% | -4.5% | -4.8% |
| 30D | -3.8% | -12.5% | +8.7% | -3.2% |
| 3M | +17.9% | -17.4% | +35.3% | +18.2% |
| 6M | +26.1% | +119.1% | -93.1% | +17.7% |
| YTD | +6.7% | +102.4% | -95.6% | +0.1% |
| 1Y | -10.7% | +98.2% | -108.9% | -16.4% |
| 3Y | +7.0% | +46.9% | -40.0% | -2.0% |
| All | +7.0% | +64.9% | -58.0% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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