-7.5%
PAYX vs PFG
+51.4%
-58.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.2% |
| 7D | -4.2% | +5.5% | -9.7% | -5.8% |
| 30D | +2.9% | +2.4% | +0.5% | +2.2% |
| 3M | +23.6% | +13.6% | +10.0% | +19.3% |
| 6M | +30.0% | +27.9% | +2.1% | +21.6% |
| YTD | +12.2% | +35.6% | -23.4% | +4.1% |
| 1Y | -7.5% | +48.5% | -55.9% | -15.7% |
| All | -7.5% | +51.4% | -58.8% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling