+164.0%
PAYX vs RBA
+206.5%
-42.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | -0.6% |
| 7D | -4.9% | +0.1% | -4.9% | -4.9% |
| 30D | -3.8% | -2.9% | -0.9% | -3.0% |
| 3M | +17.9% | -20.9% | +38.8% | +25.2% |
| 6M | +26.1% | -17.7% | +43.7% | +32.0% |
| YTD | +6.7% | -18.2% | +24.9% | +11.7% |
| 1Y | -10.7% | -29.1% | +18.3% | -2.7% |
| 3Y | +7.0% | +29.5% | -22.6% | -3.7% |
| 5Y | +22.6% | +40.2% | -17.6% | +4.9% |
| All | +164.0% | +206.5% | -42.5% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling