+451.7%
PAYX vs EQIX
+247.5%
+204.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.4% |
| 7D | -4.9% | +0.2% | -5.0% | -4.9% |
| 30D | -3.8% | -2.5% | -1.3% | -3.6% |
| 3M | +17.9% | 0.0% | +17.9% | +17.7% |
| 6M | +26.1% | +7.6% | +18.4% | +24.9% |
| YTD | +6.7% | +37.5% | -30.8% | +3.1% |
| 1Y | -10.7% | +32.9% | -43.7% | -13.5% |
| 3Y | +7.0% | +42.8% | -35.8% | +2.6% |
| 5Y | +22.6% | +35.8% | -13.2% | +17.8% |
| 10Y | +166.5% | +247.0% | -80.5% | +137.7% |
| All | +451.7% | +247.5% | +204.3% | +291.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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