-3.3%
PAYX vs Q
+79.8%
-83.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.8% |
| 7D | -4.9% | +4.9% | -9.8% | -4.3% |
| 30D | -3.8% | -11.0% | +7.2% | -4.8% |
| 3M | +17.9% | -15.2% | +33.0% | +16.4% |
| 6M | +26.1% | +8.8% | +17.2% | +23.7% |
| YTD | +6.7% | +55.1% | -48.3% | +2.5% |
| All | -3.3% | +79.8% | -83.0% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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