+670.3%
PAYX vs IAU
+867.6%
-197.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -1.8% |
| 7D | -7.5% | +0.2% | -7.6% | -7.5% |
| 30D | -5.3% | +0.2% | -5.5% | -5.3% |
| 3M | +15.6% | +3.3% | +12.3% | +15.8% |
| 6M | +19.5% | -14.6% | +34.0% | +19.3% |
| YTD | +5.8% | +1.9% | +3.9% | +5.8% |
| 1Y | -10.9% | +20.9% | -31.7% | -10.8% |
| 3Y | +5.4% | +127.5% | -122.1% | +6.0% |
| 5Y | +20.4% | +141.9% | -121.5% | +21.0% |
| 10Y | +164.1% | +222.8% | -58.7% | +169.7% |
| All | +670.3% | +867.6% | -197.3% | +760.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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