+721.1%
PAYX vs BUD
+198.8%
+522.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.2% | -3.7% |
| 7D | -6.9% | +0.8% | -7.7% | -7.2% |
| 30D | -2.6% | -4.8% | +2.2% | -1.0% |
| 3M | +19.4% | +1.4% | +18.1% | +18.7% |
| 6M | +18.7% | +9.9% | +8.8% | +14.2% |
| YTD | +7.8% | +26.3% | -18.6% | -1.7% |
| 1Y | -9.9% | +36.1% | -46.0% | -20.0% |
| 3Y | +7.4% | +48.6% | -41.2% | -9.3% |
| 5Y | +21.8% | +45.0% | -23.2% | +1.9% |
| 10Y | +161.3% | -23.1% | +184.4% | +158.3% |
| All | +721.1% | +198.8% | +522.4% | +380.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling