-7.5%
PAYX vs EFX
-25.2%
+17.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.4% | +3.7% | +0.2% |
| 7D | -4.2% | -8.6% | +4.4% | -0.3% |
| 30D | +2.9% | +0.1% | +2.8% | +2.7% |
| 3M | +23.6% | +3.8% | +19.8% | +21.2% |
| 6M | +30.0% | -13.5% | +43.5% | +35.7% |
| YTD | +12.2% | -17.7% | +29.9% | +18.2% |
| 1Y | -7.5% | -25.6% | +18.1% | -1.4% |
| All | -7.5% | -25.2% | +17.8% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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