+164.0%
PAYX vs BRKR
+155.3%
+8.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -4.9% | -8.7% | +3.8% | -2.8% |
| 30D | -3.8% | -9.9% | +6.1% | -1.6% |
| 3M | +17.9% | -3.1% | +21.0% | +16.3% |
| 6M | +26.1% | +45.5% | -19.4% | +9.7% |
| YTD | +6.7% | +13.7% | -6.9% | -1.2% |
| 1Y | -10.7% | +67.4% | -78.2% | -27.1% |
| 3Y | +7.0% | -13.2% | +20.2% | -0.2% |
| 5Y | +22.6% | -39.5% | +62.1% | +27.9% |
| All | +164.0% | +155.3% | +8.7% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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