+23.6%
PAYX vs HRB
+114.1%
-90.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.9% |
| 3M | +17.9% | +26.9% | -9.0% | +9.6% |
| 6M | +26.1% | +51.1% | -25.0% | +11.1% |
| YTD | +6.7% | +7.1% | -0.3% | +2.7% |
| 1Y | -10.7% | -9.6% | -1.1% | -10.5% |
| 3Y | +7.0% | +25.4% | -18.4% | -2.8% |
| All | +23.6% | +114.1% | -90.5% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling