+7.0%
PAYX vs TROW
+11.3%
-4.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.9% |
| 7D | -4.9% | -3.2% | -1.7% | -3.8% |
| 30D | -3.8% | -4.6% | +0.8% | -2.3% |
| 3M | +17.9% | -0.7% | +18.5% | +17.7% |
| 6M | +26.1% | +22.2% | +3.9% | +16.8% |
| YTD | +6.7% | +6.6% | +0.1% | +3.6% |
| 1Y | -10.7% | +5.8% | -16.6% | -13.3% |
| 3Y | +7.0% | +11.6% | -4.6% | -1.5% |
| All | +7.0% | +11.3% | -4.4% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling