+8.2%
PAYX vs TRI
-16.8%
+25.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +9.3% | +1.5% | +7.7% | +8.2% |
| 30D | +19.5% | +20.4% | -0.9% | +10.8% |
| 3M | +2.1% | +20.6% | -18.5% | -5.9% |
| 6M | +33.1% | +25.5% | +7.6% | +18.5% |
| YTD | +11.3% | -7.1% | +18.4% | +15.6% |
| 1Y | +8.2% | -14.7% | +22.9% | +19.3% |
| All | +8.2% | -16.8% | +25.0% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling