+23.6%
PAYX vs BLDR
+10.9%
+12.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.8% | +0.2% |
| 7D | -4.9% | -8.2% | +3.4% | -3.6% |
| 30D | -3.8% | -16.6% | +12.8% | -1.2% |
| 3M | +17.9% | -23.2% | +41.0% | +21.8% |
| 6M | +26.1% | -33.7% | +59.8% | +32.7% |
| YTD | +6.7% | -41.3% | +48.1% | +14.1% |
| 1Y | -10.7% | -58.8% | +48.1% | +1.3% |
| 3Y | +7.0% | -57.5% | +64.4% | +14.7% |
| All | +23.6% | +10.9% | +12.7% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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