+322.4%
PAYX vs PAYC
+1,156.6%
-834.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.2% |
| 7D | -4.9% | -5.5% | +0.7% | -3.4% |
| 30D | -3.8% | +3.8% | -7.6% | -4.7% |
| 3M | +17.9% | +65.8% | -47.9% | +2.8% |
| 6M | +26.1% | +68.7% | -42.6% | +9.3% |
| YTD | +6.7% | +38.3% | -31.6% | -3.0% |
| 1Y | -10.7% | -2.4% | -8.4% | -11.8% |
| 3Y | +7.0% | -21.5% | +28.5% | +6.7% |
| 5Y | +22.6% | -52.7% | +75.3% | +33.4% |
| 10Y | +166.5% | +354.4% | -187.9% | +96.9% |
| All | +322.4% | +1,156.6% | -834.2% | +192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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