+22.0%
PAYX vs BUD
+44.8%
-22.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -7.9% | -3.2% | -4.7% | -7.2% |
| 30D | -5.0% | -3.7% | -1.4% | -4.1% |
| 3M | +15.1% | -4.4% | +19.6% | +16.3% |
| 6M | +23.9% | +7.7% | +16.2% | +21.0% |
| YTD | +6.2% | +23.1% | -16.9% | -0.7% |
| 1Y | -9.6% | +33.6% | -43.3% | -17.6% |
| 3Y | +5.8% | +44.7% | -38.9% | -7.1% |
| 5Y | +22.0% | +44.9% | -23.0% | +4.3% |
| All | +22.0% | +44.8% | -22.8% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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