+56.8%
RGTI vs PAYX
+21.7%
+35.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | +0.5% | -4.9% | +5.3% | +3.4% |
| 30D | -17.1% | -3.8% | -13.3% | -15.5% |
| 3M | -26.0% | +17.9% | -43.8% | -36.0% |
| 6M | -9.9% | +26.1% | -35.9% | -27.1% |
| YTD | -31.1% | +6.7% | -37.8% | -36.6% |
| 1Y | -8.5% | -10.7% | +2.2% | -2.8% |
| 3Y | +652.2% | +7.0% | +645.2% | +567.6% |
| All | +56.8% | +21.7% | +35.1% | +35.2% |
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