+8.7%
PAYX vs PRU
+27.9%
-19.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.6% | -3.9% | -0.2% |
| 7D | +9.7% | +9.8% | -0.1% | +5.3% |
| 30D | +20.2% | +11.6% | +8.6% | +14.6% |
| 3M | +1.1% | +3.7% | -2.6% | -0.9% |
| 6M | +32.7% | +33.0% | -0.3% | +20.2% |
| YTD | +10.5% | +16.6% | -6.0% | +4.6% |
| 1Y | +8.7% | +26.9% | -18.2% | -1.4% |
| All | +8.7% | +27.9% | -19.1% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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