+7.0%
PAYX vs OWL
+0.9%
+6.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.3% |
| 7D | -4.9% | -10.1% | +5.3% | -3.2% |
| 30D | -3.8% | -11.9% | +8.1% | -1.8% |
| 3M | +17.9% | +10.7% | +7.1% | +15.8% |
| 6M | +26.1% | +22.1% | +3.9% | +21.2% |
| YTD | +6.7% | -24.8% | +31.5% | +11.2% |
| 1Y | -10.7% | -39.2% | +28.4% | -4.2% |
| 3Y | +7.0% | +1.7% | +5.2% | +9.1% |
| All | +7.0% | +0.9% | +6.1% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 3y: compounded portfolio wealth divided by compounded OWL 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…
3y analysis · Full analysis span regression · 6 months rolling