+7.0%
PAYX vs PEG
+31.8%
-24.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.6% |
| 7D | -4.9% | -0.9% | -4.0% | -4.7% |
| 30D | -3.8% | -3.7% | -0.1% | -3.2% |
| 3M | +17.9% | -7.3% | +25.1% | +19.3% |
| 6M | +26.1% | -10.5% | +36.6% | +28.2% |
| YTD | +6.7% | -7.5% | +14.2% | +7.4% |
| 1Y | -10.7% | -8.7% | -2.0% | -10.0% |
| 3Y | +7.0% | +31.4% | -24.4% | -1.1% |
| All | +7.0% | +31.8% | -24.8% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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