-9.6%
PAYX vs ROIV
+203.5%
-213.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.2% |
| 7D | -7.9% | +19.0% | -26.9% | -6.5% |
| 30D | -5.0% | +16.1% | -21.2% | -3.7% |
| 3M | +15.1% | +44.1% | -29.0% | +17.1% |
| 6M | +23.9% | +37.8% | -13.9% | +25.9% |
| YTD | +6.2% | +88.7% | -82.5% | +6.8% |
| 1Y | -9.6% | +197.3% | -206.9% | -12.7% |
| All | -9.6% | +203.5% | -213.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling