+23.6%
PAYX vs OPEN
-85.2%
+108.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -4.9% | -11.4% | +6.6% | -4.3% |
| 30D | -3.8% | -20.1% | +16.3% | -2.8% |
| 3M | +17.9% | -37.6% | +55.5% | +20.3% |
| 6M | +26.1% | -47.1% | +73.1% | +29.4% |
| YTD | +6.7% | -52.1% | +58.9% | +9.8% |
| 1Y | -10.7% | -73.5% | +62.7% | -6.3% |
| 3Y | +7.0% | -24.4% | +31.4% | -2.9% |
| All | +23.6% | -85.2% | +108.8% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 5y: compounded portfolio wealth divided by compounded OPEN 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…
5y analysis · Full analysis span regression · 6 months rolling