+164.0%
PAYX vs BBY
+252.7%
-88.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.5% | -0.2% |
| 7D | -4.9% | +0.6% | -5.4% | -5.0% |
| 30D | -3.8% | +9.4% | -13.2% | -6.1% |
| 3M | +17.9% | +19.3% | -1.5% | +12.3% |
| 6M | +26.1% | +47.9% | -21.8% | +13.0% |
| YTD | +6.7% | +39.6% | -32.8% | -3.1% |
| 1Y | -10.7% | +22.2% | -32.9% | -16.5% |
| 3Y | +7.0% | +45.0% | -38.0% | -8.3% |
| 5Y | +22.6% | +2.6% | +20.0% | +12.1% |
| All | +164.0% | +252.7% | -88.7% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling