+12.2%
PAYX vs ROIV
+357.5%
-345.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | -1.2% | +1.7% | -2.9% | -1.2% |
| 30D | +7.8% | +17.6% | -9.7% | +7.5% |
| 3M | -6.8% | +9.0% | -15.8% | -6.9% |
| 6M | +31.3% | +35.3% | -4.0% | +29.3% |
| YTD | +7.7% | +82.2% | -74.4% | +3.0% |
| 1Y | +8.1% | +92.3% | -84.2% | +2.7% |
| 3Y | +12.2% | +336.8% | -324.6% | -4.3% |
| All | +12.2% | +357.5% | -345.3% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling