+6.4%
PAYX vs RBA
+25.0%
-18.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.6% |
| 7D | -7.9% | -3.3% | -4.6% | -7.2% |
| 30D | -5.0% | -9.8% | +4.7% | -2.8% |
| 3M | +15.1% | -23.5% | +38.6% | +21.7% |
| 6M | +23.9% | -21.5% | +45.4% | +29.9% |
| YTD | +6.2% | -21.2% | +27.3% | +11.0% |
| 1Y | -9.6% | -30.2% | +20.6% | -2.8% |
| All | +6.4% | +25.0% | -18.6% | +4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling