-7.5%
PAYX vs BDX
+27.3%
-34.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.3% |
| 7D | -4.2% | -2.5% | -1.7% | -3.5% |
| 30D | +2.9% | +8.3% | -5.3% | +0.6% |
| 3M | +23.6% | +24.4% | -0.8% | +17.0% |
| 6M | +30.0% | +9.2% | +20.9% | +24.8% |
| YTD | +12.2% | +22.7% | -10.5% | +3.6% |
| 1Y | -7.5% | +25.9% | -33.3% | -15.0% |
| All | -7.5% | +27.3% | -34.8% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling