+16.2%
PLD vs PAYX
+20.8%
-4.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.1% |
| 7D | -2.8% | -7.9% | +5.1% | +1.0% |
| 30D | -3.6% | -5.0% | +1.4% | -1.4% |
| 3M | -7.1% | +15.1% | -22.2% | -14.1% |
| 6M | +0.2% | +23.9% | -23.7% | -11.6% |
| YTD | +6.9% | +6.2% | +0.7% | +2.4% |
| 1Y | +25.0% | -9.6% | +34.7% | +31.8% |
| 3Y | +20.8% | +5.8% | +14.9% | +11.7% |
| 5Y | +16.2% | +22.0% | -5.8% | +3.3% |
| All | +16.2% | +20.8% | -4.6% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling