+8.2%
PAYX vs BTG
+30.1%
-22.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.5% | +0.8% |
| 7D | +9.3% | +5.6% | +3.7% | +9.4% |
| 30D | +19.5% | +1.2% | +18.3% | +19.5% |
| 3M | +2.1% | +29.0% | -26.9% | +3.3% |
| 6M | +33.1% | +25.4% | +7.7% | +34.7% |
| YTD | +11.3% | +18.3% | -7.0% | +11.2% |
| 1Y | +8.2% | +32.4% | -24.2% | +6.8% |
| All | +8.2% | +30.1% | -22.0% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling