-6.2%
PAYX vs PSLV
+42.8%
-49.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.9% | +2.2% |
| 7D | -2.6% | -5.9% | +3.3% | -3.0% |
| 30D | -2.9% | -3.1% | +0.3% | -3.0% |
| 3M | +19.0% | -5.3% | +24.3% | +18.9% |
| 6M | +31.0% | -21.8% | +52.7% | +29.8% |
| YTD | +9.2% | -13.7% | +22.9% | +8.1% |
| All | -6.2% | +42.8% | -49.0% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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