+23.6%
PAYX vs PODD
-55.4%
+79.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.6% | +0.9% |
| 7D | -4.9% | -10.5% | +5.7% | -3.0% |
| 30D | -3.8% | -9.0% | +5.2% | -2.2% |
| 3M | +17.9% | -11.5% | +29.4% | +19.9% |
| 6M | +26.1% | -44.7% | +70.8% | +37.8% |
| YTD | +6.7% | -53.6% | +60.3% | +20.2% |
| 1Y | -10.7% | -61.0% | +50.2% | +3.2% |
| 3Y | +7.0% | -24.7% | +31.7% | +6.7% |
| All | +23.6% | -55.4% | +79.0% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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