-7.5%
PAYX vs FND
-36.4%
+28.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -2.8% |
| 7D | -4.2% | -5.2% | +1.0% | -3.8% |
| 30D | +2.9% | -19.9% | +22.8% | +4.5% |
| 3M | +23.6% | +2.7% | +20.9% | +23.0% |
| 6M | +30.0% | -21.7% | +51.7% | +33.6% |
| YTD | +12.2% | -17.5% | +29.7% | +14.0% |
| 1Y | -7.5% | -39.3% | +31.8% | -3.8% |
| All | -7.5% | -36.4% | +28.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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