+164.0%
PAYX vs INFY
+80.1%
+83.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | 0.0% |
| 7D | -4.9% | -5.4% | +0.5% | -2.7% |
| 30D | -3.8% | -9.9% | +6.1% | +0.2% |
| 3M | +17.9% | -4.6% | +22.4% | +19.5% |
| 6M | +26.1% | -18.5% | +44.5% | +35.6% |
| YTD | +6.7% | -36.5% | +43.3% | +25.7% |
| 1Y | -10.7% | -32.8% | +22.0% | +1.8% |
| 3Y | +7.0% | -32.2% | +39.2% | +18.1% |
| 5Y | +22.6% | -44.7% | +67.3% | +44.6% |
| All | +164.0% | +80.1% | +83.9% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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