+8.2%
PAYX vs ITOT
+9.8%
-1.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.0% | +0.5% |
| 7D | +9.3% | -4.8% | +14.0% | +9.0% |
| 30D | +19.5% | -5.9% | +25.4% | +19.3% |
| 3M | +2.1% | -4.9% | +7.0% | +1.9% |
| 6M | +33.1% | +1.4% | +31.6% | +32.1% |
| YTD | +11.3% | +8.4% | +2.9% | +9.7% |
| 1Y | +8.2% | +9.3% | -1.2% | +6.3% |
| All | +8.2% | +9.8% | -1.6% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling