+164.0%
PAYX vs P
+718.8%
-554.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.8% | -0.1% |
| 7D | -4.9% | -1.3% | -3.5% | -4.7% |
| 30D | -3.8% | -11.9% | +8.1% | -2.4% |
| 3M | +17.9% | +41.6% | -23.7% | +10.8% |
| 6M | +26.1% | +58.1% | -32.1% | +15.3% |
| YTD | +6.7% | +46.5% | -39.8% | -1.9% |
| 1Y | -10.7% | +19.1% | -29.8% | -16.7% |
| 3Y | +7.0% | +150.6% | -143.6% | -19.1% |
| 5Y | +22.6% | +271.8% | -249.1% | -17.6% |
| All | +164.0% | +718.8% | -554.8% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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