+164.0%
PAYX vs RGEN
+415.7%
-251.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | -4.9% | -1.4% | -3.4% | -4.6% |
| 30D | -3.8% | -0.3% | -3.5% | -3.8% |
| 3M | +17.9% | +23.9% | -6.0% | +13.2% |
| 6M | +26.1% | +38.5% | -12.5% | +18.2% |
| YTD | +6.7% | +0.8% | +5.9% | +5.4% |
| 1Y | -10.7% | +38.2% | -49.0% | -17.1% |
| 3Y | +7.0% | +1.3% | +5.7% | +0.3% |
| 5Y | +22.6% | -44.0% | +66.6% | +23.5% |
| All | +164.0% | +415.7% | -251.7% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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