+56.2%
RIG vs PAYX
+21.7%
+34.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.0% |
| 7D | -3.1% | -4.9% | +1.8% | -0.9% |
| 30D | -0.5% | -3.8% | +3.3% | +0.9% |
| 3M | -6.0% | +17.9% | -23.8% | -14.3% |
| 6M | -10.1% | +26.1% | -36.2% | -21.3% |
| YTD | +37.3% | +6.7% | +30.5% | +30.6% |
| 1Y | +73.9% | -10.7% | +84.7% | +83.6% |
| 3Y | -30.2% | +7.0% | -37.1% | -35.6% |
| All | +56.2% | +21.7% | +34.5% | +50.3% |
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