+7.0%
PAYX vs RIO
+88.2%
-81.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | 0.0% | +0.5% |
| 7D | -4.9% | -3.2% | -1.7% | -4.8% |
| 30D | -3.8% | +0.9% | -4.7% | -3.8% |
| 3M | +17.9% | -1.4% | +19.3% | +18.2% |
| 6M | +26.1% | +10.9% | +15.1% | +24.8% |
| YTD | +6.7% | +31.2% | -24.5% | +2.5% |
| 1Y | -10.7% | +67.9% | -78.7% | -18.1% |
| 3Y | +7.0% | +88.8% | -81.8% | -6.2% |
| All | +7.0% | +88.2% | -81.2% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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