-13.0%
PAYX vs PLTD
-76.7%
+63.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.6% |
| 7D | -7.9% | +9.9% | -17.8% | -7.2% |
| 30D | -5.0% | +3.8% | -8.9% | -4.6% |
| 3M | +15.1% | -32.3% | +47.4% | +12.7% |
| 6M | +23.9% | -25.9% | +49.8% | +22.5% |
| YTD | +6.2% | -16.4% | +22.6% | +5.7% |
| 1Y | -9.6% | -25.2% | +15.5% | -10.6% |
| All | -13.0% | -76.7% | +63.7% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling