+164.0%
PAYX vs HRB
+209.1%
-45.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -4.9% | -8.0% | +3.2% | -2.6% |
| 30D | -3.8% | -16.0% | +12.2% | +1.0% |
| 3M | +17.9% | +26.9% | -9.0% | +9.6% |
| 6M | +26.1% | +51.1% | -25.0% | +10.8% |
| YTD | +6.7% | +7.1% | -0.3% | +2.9% |
| 1Y | -10.7% | -9.6% | -1.1% | -10.0% |
| 3Y | +7.0% | +25.4% | -18.4% | -3.1% |
| 5Y | +22.6% | +114.9% | -92.3% | -6.3% |
| All | +164.0% | +209.1% | -45.1% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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