+1,147.2%
PAYX vs BB
+251.4%
+895.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.7% |
| 7D | -7.9% | -2.1% | -5.8% | -7.7% |
| 30D | -5.0% | -16.0% | +11.0% | -3.4% |
| 3M | +15.1% | -14.5% | +29.6% | +15.9% |
| 6M | +23.9% | +118.6% | -94.6% | +11.7% |
| YTD | +6.2% | +98.9% | -92.8% | -3.3% |
| 1Y | -9.6% | +99.5% | -109.1% | -18.1% |
| 3Y | +5.8% | +65.4% | -59.5% | -5.7% |
| 5Y | +22.0% | -27.6% | +49.6% | +16.0% |
| 10Y | +165.1% | -0.4% | +165.5% | +116.7% |
| All | +1,147.2% | +251.4% | +895.8% | +566.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling