+164.0%
PAYX vs RSG
+428.9%
-264.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | 0.0% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | -3.8% | +4.0% | -7.8% | -6.6% |
| 3M | +17.9% | +7.4% | +10.5% | +11.7% |
| 6M | +26.1% | +0.1% | +26.0% | +25.3% |
| YTD | +6.7% | +6.0% | +0.7% | +1.3% |
| 1Y | -10.7% | -3.0% | -7.8% | -9.4% |
| 3Y | +7.0% | +56.5% | -49.5% | -27.1% |
| 5Y | +22.6% | +90.9% | -68.3% | -30.8% |
| All | +164.0% | +428.9% | -264.9% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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