+7.0%
PAYX vs HRB
+25.9%
-18.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -4.9% | -8.0% | +3.2% | -2.5% |
| 30D | -3.8% | -16.0% | +12.2% | +1.1% |
| 3M | +17.9% | +26.9% | -9.0% | +9.1% |
| 6M | +26.1% | +51.1% | -25.0% | +10.6% |
| YTD | +6.7% | +7.1% | -0.3% | +2.3% |
| 1Y | -10.7% | -9.6% | -1.1% | -11.0% |
| 3Y | +7.0% | +25.4% | -18.4% | -1.5% |
| All | +7.0% | +25.9% | -18.9% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling