+164.0%
PAYX vs RCAT
-98.5%
+262.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.5% |
| 7D | -4.9% | -4.9% | 0.0% | -4.8% |
| 30D | -3.8% | -22.9% | +19.1% | -3.7% |
| 3M | +17.9% | -33.7% | +51.6% | +18.1% |
| 6M | +26.1% | -50.7% | +76.8% | +26.4% |
| YTD | +6.7% | +0.4% | +6.4% | +6.5% |
| 1Y | -10.7% | -27.6% | +16.9% | -10.9% |
| 3Y | +7.0% | +753.2% | -746.2% | +4.9% |
| 5Y | +22.6% | +183.3% | -160.7% | +20.5% |
| All | +164.0% | -98.5% | +262.5% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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