+164.0%
PAYX vs EVRG
+113.9%
+50.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | -3.8% | -1.2% | -2.6% | -3.2% |
| 3M | +17.9% | -0.6% | +18.5% | +18.1% |
| 6M | +26.1% | +2.4% | +23.6% | +23.7% |
| YTD | +6.7% | +15.5% | -8.7% | -2.4% |
| 1Y | -10.7% | +16.8% | -27.6% | -19.0% |
| 3Y | +7.0% | +75.0% | -68.0% | -24.0% |
| 5Y | +22.6% | +49.3% | -26.7% | -5.3% |
| All | +164.0% | +113.9% | +50.1% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 10y: compounded portfolio wealth divided by compounded EVRG 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…
10y analysis · Full analysis span regression · 6 months rolling