+8.7%
PAYX vs QSR
+23.8%
-15.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.5% | -2.8% | +0.4% |
| 7D | +9.7% | +5.2% | +4.5% | +7.4% |
| 30D | +20.2% | +12.2% | +8.0% | +15.0% |
| 3M | +1.1% | +7.0% | -6.0% | -1.8% |
| 6M | +32.7% | -0.3% | +33.0% | +31.9% |
| YTD | +10.5% | +18.0% | -7.5% | +2.6% |
| 1Y | +8.7% | +22.6% | -13.9% | -1.3% |
| All | +8.7% | +23.8% | -15.1% | -1.3% |
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