+23.6%
PAYX vs BEN
+36.0%
-12.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -4.9% | -3.1% | -1.7% | -3.9% |
| 30D | -3.8% | +0.2% | -4.0% | -3.9% |
| 3M | +17.9% | +6.8% | +11.0% | +15.1% |
| 6M | +26.1% | +38.1% | -12.0% | +12.6% |
| YTD | +6.7% | +44.3% | -37.6% | -6.0% |
| 1Y | -10.7% | +42.6% | -53.3% | -21.3% |
| 3Y | +7.0% | +52.3% | -45.3% | -10.4% |
| All | +23.6% | +36.0% | -12.4% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling