-7.5%
PAYX vs USFD
+34.2%
-41.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.7% |
| 7D | -4.2% | -3.0% | -1.2% | -4.2% |
| 30D | +2.9% | +3.5% | -0.6% | +2.9% |
| 3M | +23.6% | +26.6% | -2.9% | +26.3% |
| 6M | +30.0% | +11.7% | +18.3% | +31.8% |
| YTD | +12.2% | +38.1% | -25.9% | +10.2% |
| 1Y | -7.5% | +33.4% | -40.8% | -6.3% |
| All | -7.5% | +34.2% | -41.7% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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