-10.7%
PAYX vs QSR
+28.6%
-39.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | -4.9% | -4.0% | -0.9% | -3.6% |
| 30D | -3.8% | +2.8% | -6.5% | -4.6% |
| 3M | +17.9% | +5.1% | +12.8% | +16.1% |
| 6M | +26.1% | +8.8% | +17.3% | +22.1% |
| YTD | +6.7% | +14.8% | -8.1% | +1.8% |
| 1Y | -10.7% | +25.7% | -36.5% | -13.8% |
| All | -10.7% | +28.6% | -39.4% | -13.8% |
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