+618.3%
PAYX vs VRSK
+586.4%
+31.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -4.9% | -5.2% | +0.3% | -2.1% |
| 30D | -3.8% | -2.3% | -1.5% | -2.6% |
| 3M | +17.9% | -2.9% | +20.8% | +19.5% |
| 6M | +26.1% | -12.8% | +38.9% | +34.8% |
| YTD | +6.7% | -20.8% | +27.6% | +19.6% |
| 1Y | -10.7% | -33.2% | +22.5% | +9.2% |
| 3Y | +7.0% | -26.6% | +33.5% | +22.7% |
| 5Y | +22.6% | -11.3% | +33.9% | +25.3% |
| 10Y | +166.5% | +126.1% | +40.4% | +78.7% |
| All | +618.3% | +586.4% | +31.9% | +235.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 all: compounded portfolio wealth divided by compounded VRSK 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…
all analysis · Full analysis span regression · 6 months rolling