+243.5%
PLD vs PAYX
+167.8%
+75.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.7% |
| 7D | -1.2% | -4.9% | +3.7% | +1.5% |
| 30D | -3.5% | -3.8% | +0.3% | -1.7% |
| 3M | -7.1% | +17.9% | -25.0% | -15.9% |
| 6M | +2.6% | +26.1% | -23.5% | -11.7% |
| YTD | +8.0% | +6.7% | +1.2% | +1.8% |
| 1Y | +22.1% | -10.7% | +32.8% | +27.8% |
| 3Y | +22.3% | +7.0% | +15.3% | +12.1% |
| 5Y | +17.3% | +22.6% | -5.3% | -1.5% |
| All | +243.5% | +167.8% | +75.7% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 10y: compounded portfolio wealth divided by compounded PAYX 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…
10y analysis · Full analysis span regression · 6 months rolling