+600.2%
PAYX vs BLDR
+380.2%
+220.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | -7.5% | -2.7% | -4.8% | -7.1% |
| 30D | -5.3% | -14.7% | +9.4% | -3.4% |
| 3M | +15.6% | -20.8% | +36.4% | +18.5% |
| 6M | +19.5% | -35.3% | +54.8% | +25.1% |
| YTD | +5.8% | -40.3% | +46.1% | +11.5% |
| 1Y | -10.9% | -56.3% | +45.4% | -2.3% |
| 3Y | +5.4% | -56.1% | +61.5% | +12.6% |
| 5Y | +20.4% | +12.9% | +7.5% | +11.6% |
| 10Y | +164.1% | +386.5% | -222.4% | +96.3% |
| All | +600.2% | +380.2% | +220.0% | +303.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling