-10.7%
PAYX vs BHP
+70.6%
-81.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.5% |
| 7D | -4.9% | -3.6% | -1.2% | -5.5% |
| 30D | -3.8% | -1.2% | -2.6% | -3.9% |
| 3M | +17.9% | +1.2% | +16.7% | +18.9% |
| 6M | +26.1% | +21.4% | +4.7% | +30.7% |
| YTD | +6.7% | +50.4% | -43.7% | +11.1% |
| 1Y | -10.7% | +67.5% | -78.3% | -7.8% |
| All | -10.7% | +70.6% | -81.3% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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