+7.0%
PAYX vs PFG
+70.6%
-63.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.1% |
| 7D | -4.9% | -0.4% | -4.4% | -4.7% |
| 30D | -3.8% | +2.9% | -6.7% | -4.9% |
| 3M | +17.9% | +6.7% | +11.2% | +14.9% |
| 6M | +26.1% | +33.8% | -7.7% | +12.8% |
| YTD | +6.7% | +35.0% | -28.2% | -4.9% |
| 1Y | -10.7% | +46.4% | -57.2% | -23.2% |
| 3Y | +7.0% | +71.6% | -64.7% | -15.5% |
| All | +7.0% | +70.6% | -63.6% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling