+452.9%
PAYX vs BR
+1,278.7%
-825.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | -4.9% | -3.0% | -1.9% | -3.3% |
| 30D | -3.8% | -0.3% | -3.5% | -3.6% |
| 3M | +17.9% | +17.3% | +0.6% | +8.4% |
| 6M | +26.1% | -6.7% | +32.8% | +30.2% |
| YTD | +6.7% | -23.4% | +30.2% | +21.7% |
| 1Y | -10.7% | -32.7% | +21.9% | +8.7% |
| 3Y | +7.0% | -5.9% | +12.9% | +9.2% |
| 5Y | +22.6% | +8.4% | +14.2% | +15.3% |
| 10Y | +166.5% | +189.2% | -22.7% | +59.4% |
| All | +452.9% | +1,278.7% | -825.8% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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