+23.6%
PAYX vs TRGP
+628.1%
-604.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -4.9% | +0.1% | -4.9% | -4.9% |
| 30D | -3.8% | +8.0% | -11.8% | -5.5% |
| 3M | +17.9% | +8.3% | +9.6% | +15.4% |
| 6M | +26.1% | +23.9% | +2.2% | +19.3% |
| YTD | +6.7% | +59.6% | -52.9% | -5.3% |
| 1Y | -10.7% | +79.4% | -90.2% | -23.4% |
| 3Y | +7.0% | +269.4% | -262.5% | -27.7% |
| All | +23.6% | +628.1% | -604.5% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling