-10.7%
PAYX vs PLTD
-25.5%
+14.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.5% |
| 7D | -4.9% | +4.2% | -9.1% | -4.5% |
| 30D | -3.8% | +0.7% | -4.5% | -3.5% |
| 3M | +17.9% | -32.4% | +50.2% | +15.1% |
| 6M | +26.1% | -26.2% | +52.3% | +24.0% |
| YTD | +6.7% | -17.0% | +23.8% | +3.8% |
| 1Y | -10.7% | -26.7% | +15.9% | -12.1% |
| All | -10.7% | -25.5% | +14.8% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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