+35,195.9%
PAYX vs HRB
+3,063.3%
+32,132.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -7.9% | -12.2% | +4.3% | -4.5% |
| 30D | -5.0% | -3.0% | -2.1% | -4.8% |
| 3M | +15.1% | +21.7% | -6.6% | +8.3% |
| 6M | +23.9% | +52.3% | -28.4% | +8.7% |
| YTD | +6.2% | +6.5% | -0.3% | +2.7% |
| 1Y | -9.6% | -6.7% | -3.0% | -9.6% |
| 3Y | +5.8% | +25.1% | -19.3% | -4.0% |
| 5Y | +22.0% | +113.8% | -91.8% | -6.8% |
| 10Y | +165.1% | +204.8% | -39.7% | +69.7% |
| All | +35,195.9% | +3,063.3% | +32,132.6% | +9,869.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling