+164.0%
PAYX vs RRC
+4.9%
+159.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | -4.9% | -1.8% | -3.1% | -4.7% |
| 30D | -3.8% | +2.7% | -6.5% | -4.0% |
| 3M | +17.9% | +8.8% | +9.0% | +16.9% |
| 6M | +26.1% | -1.2% | +27.3% | +26.0% |
| YTD | +6.7% | +17.6% | -10.8% | +5.0% |
| 1Y | -10.7% | +18.4% | -29.2% | -12.4% |
| 3Y | +7.0% | +33.1% | -26.1% | +3.1% |
| 5Y | +22.6% | +148.2% | -125.6% | +10.8% |
| All | +164.0% | +4.9% | +159.1% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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