+137.1%
PAYX vs EQH
+234.7%
-97.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | 0.0% |
| 7D | -4.9% | +0.7% | -5.6% | -5.1% |
| 30D | -3.8% | +2.8% | -6.6% | -4.9% |
| 3M | +17.9% | +23.1% | -5.2% | +8.2% |
| 6M | +26.1% | +41.4% | -15.3% | +8.6% |
| YTD | +6.7% | +14.3% | -7.5% | -0.1% |
| 1Y | -10.7% | +1.6% | -12.3% | -12.8% |
| 3Y | +7.0% | +102.7% | -95.7% | -24.4% |
| 5Y | +22.6% | +104.5% | -81.9% | -16.2% |
| All | +137.1% | +234.7% | -97.5% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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