+164.0%
PAYX vs RMD
+274.3%
-110.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -4.9% | -4.4% | -0.4% | -3.3% |
| 30D | -3.8% | -3.1% | -0.7% | -2.7% |
| 3M | +17.9% | +13.8% | +4.1% | +12.5% |
| 6M | +26.1% | -8.6% | +34.7% | +29.1% |
| YTD | +6.7% | -8.6% | +15.4% | +9.1% |
| 1Y | -10.7% | -19.7% | +8.9% | -4.7% |
| 3Y | +7.0% | +48.4% | -41.4% | -13.4% |
| 5Y | +22.6% | -22.7% | +45.3% | +27.0% |
| All | +164.0% | +274.3% | -110.3% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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