-6.1%
RDW vs PAYX
+21.7%
-27.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.5% |
| 7D | +0.9% | -4.9% | +5.7% | +2.8% |
| 30D | -21.3% | -3.8% | -17.5% | -20.4% |
| 3M | -37.9% | +17.9% | -55.7% | -44.1% |
| 6M | +12.3% | +26.1% | -13.8% | -4.5% |
| YTD | +39.7% | +6.7% | +33.0% | +31.3% |
| 1Y | +25.7% | -10.7% | +36.4% | +32.7% |
| 3Y | +230.8% | +7.0% | +223.9% | +212.2% |
| All | -6.1% | +21.7% | -27.8% | -12.6% |
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