+23.6%
PAYX vs QSR
+40.5%
-17.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | -4.9% | -4.0% | -0.9% | -3.3% |
| 30D | -3.8% | +2.8% | -6.5% | -4.8% |
| 3M | +17.9% | +5.1% | +12.8% | +15.6% |
| 6M | +26.1% | +8.8% | +17.3% | +21.5% |
| YTD | +6.7% | +14.8% | -8.1% | +0.6% |
| 1Y | -10.7% | +25.7% | -36.5% | -19.0% |
| 3Y | +7.0% | +27.5% | -20.6% | -6.5% |
| All | +23.6% | +40.5% | -17.0% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling