+35,385.9%
PAYX vs BDX
+5,179.2%
+30,206.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -4.9% | -3.2% | -1.7% | -3.9% |
| 30D | -3.8% | -2.5% | -1.2% | -3.1% |
| 3M | +17.9% | +21.4% | -3.5% | +11.1% |
| 6M | +26.1% | +10.4% | +15.7% | +22.0% |
| YTD | +6.7% | +18.8% | -12.1% | +0.6% |
| 1Y | -10.7% | +21.7% | -32.4% | -16.6% |
| 3Y | +7.0% | -10.0% | +16.9% | +8.0% |
| 5Y | +22.6% | -1.8% | +24.4% | +19.9% |
| 10Y | +166.5% | +58.8% | +107.7% | +123.4% |
| All | +35,385.9% | +5,179.2% | +30,206.7% | +12,166.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling