+165.8%
PAYX vs INVH
+75.4%
+90.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | -4.9% | -3.0% | -1.9% | -3.3% |
| 30D | -3.8% | -7.5% | +3.7% | +0.2% |
| 3M | +17.9% | -5.5% | +23.4% | +21.5% |
| 6M | +26.1% | +11.7% | +14.4% | +18.6% |
| YTD | +6.7% | +1.3% | +5.4% | +5.4% |
| 1Y | -10.7% | -6.1% | -4.7% | -8.4% |
| 3Y | +7.0% | -9.8% | +16.7% | +10.3% |
| 5Y | +22.6% | -19.7% | +42.3% | +32.8% |
| All | +165.8% | +75.4% | +90.4% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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