+164.0%
PAYX vs BIDU
-48.7%
+212.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | -4.9% | -8.1% | +3.3% | -4.0% |
| 30D | -3.8% | -12.8% | +9.0% | -2.5% |
| 3M | +17.9% | -21.3% | +39.1% | +20.6% |
| 6M | +26.1% | -27.0% | +53.0% | +29.3% |
| YTD | +6.7% | -30.0% | +36.8% | +9.6% |
| 1Y | -10.7% | -18.3% | +7.5% | -10.9% |
| 3Y | +7.0% | -33.8% | +40.8% | +7.8% |
| 5Y | +22.6% | -44.3% | +66.9% | +21.5% |
| All | +164.0% | -48.7% | +212.7% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling