+1,103.3%
RSP vs PAYX
+670.5%
+432.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | +0.1% |
| 7D | -1.8% | -7.5% | +5.6% | +2.5% |
| 30D | -2.5% | -5.3% | +2.8% | +0.3% |
| 3M | +3.0% | +15.6% | -12.6% | -6.1% |
| 6M | +8.9% | +19.5% | -10.6% | -3.5% |
| YTD | +13.0% | +5.8% | +7.2% | +6.7% |
| 1Y | +16.2% | -10.9% | +27.1% | +21.1% |
| 3Y | +52.7% | +5.4% | +47.3% | +40.2% |
| 5Y | +50.5% | +20.4% | +30.1% | +25.2% |
| 10Y | +209.8% | +164.1% | +45.7% | +52.0% |
| All | +1,103.3% | +670.5% | +432.8% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling