-7.5%
PAYX vs QSR
+33.2%
-40.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -4.2% | +2.4% | -6.6% | -4.9% |
| 30D | +2.9% | +7.6% | -4.7% | +0.5% |
| 3M | +23.6% | +12.6% | +11.0% | +19.4% |
| 6M | +30.0% | +14.4% | +15.7% | +24.1% |
| YTD | +12.2% | +19.6% | -7.4% | +5.7% |
| 1Y | -7.5% | +33.9% | -41.3% | -13.6% |
| All | -7.5% | +33.2% | -40.7% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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