-10.7%
PAYX vs USFD
+22.2%
-33.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.5% |
| 7D | -4.9% | -8.4% | +3.5% | -4.9% |
| 30D | -3.8% | -14.1% | +10.3% | -3.9% |
| 3M | +17.9% | +4.5% | +13.4% | +19.2% |
| 6M | +26.1% | +4.4% | +21.7% | +28.0% |
| YTD | +6.7% | +26.6% | -19.8% | +5.5% |
| 1Y | -10.7% | +19.4% | -30.1% | -7.8% |
| All | -10.7% | +22.2% | -33.0% | -7.8% |
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