+164.0%
PAYX vs RUN
+42.2%
+121.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | -4.9% | -3.7% | -1.1% | -4.6% |
| 30D | -3.8% | -13.0% | +9.2% | -2.9% |
| 3M | +17.9% | -31.8% | +49.7% | +20.8% |
| 6M | +26.1% | -32.2% | +58.3% | +28.4% |
| YTD | +6.7% | -53.5% | +60.2% | +11.0% |
| 1Y | -10.7% | -46.5% | +35.8% | -9.0% |
| 3Y | +7.0% | -37.6% | +44.6% | -5.0% |
| 5Y | +22.6% | -80.9% | +103.5% | +18.2% |
| All | +164.0% | +42.2% | +121.8% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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