+7.0%
PAYX vs QID
-73.7%
+80.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.4% |
| 7D | -4.9% | +1.3% | -6.1% | -4.7% |
| 30D | -3.8% | +2.9% | -6.7% | -3.5% |
| 3M | +17.9% | -0.7% | +18.6% | +18.0% |
| 6M | +26.1% | -29.7% | +55.8% | +19.8% |
| YTD | +6.7% | -27.9% | +34.6% | +2.1% |
| 1Y | -10.7% | -34.6% | +23.8% | -16.0% |
| 3Y | +7.0% | -73.5% | +80.5% | -14.6% |
| All | +7.0% | -73.7% | +80.7% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 3y: compounded portfolio wealth divided by compounded QID 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…
3y analysis · Full analysis span regression · 6 months rolling