+35,195.9%
PAYX vs BEN
+4,758.9%
+30,437.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.8% |
| 7D | -7.9% | +0.3% | -8.2% | -8.1% |
| 30D | -5.0% | +0.9% | -5.9% | -5.4% |
| 3M | +15.1% | +9.2% | +5.9% | +11.3% |
| 6M | +23.9% | +36.8% | -12.9% | +10.4% |
| YTD | +6.2% | +44.4% | -38.2% | -7.2% |
| 1Y | -9.6% | +45.8% | -55.5% | -21.5% |
| 3Y | +5.8% | +52.5% | -46.7% | -12.0% |
| 5Y | +22.0% | +37.7% | -15.7% | +2.8% |
| 10Y | +165.1% | +55.4% | +109.6% | +102.1% |
| All | +35,195.9% | +4,758.9% | +30,437.0% | +10,051.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling