+279.2%
RTX vs PAYX
+167.8%
+111.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.5% |
| 7D | -1.5% | -4.9% | +3.3% | +0.9% |
| 30D | -11.0% | -3.8% | -7.2% | -9.5% |
| 3M | +7.7% | +17.9% | -10.2% | -1.9% |
| 6M | -3.9% | +26.1% | -30.0% | -16.3% |
| YTD | +9.0% | +6.7% | +2.2% | +3.2% |
| 1Y | +27.3% | -10.7% | +38.0% | +32.7% |
| 3Y | +172.9% | +7.0% | +165.9% | +148.1% |
| 5Y | +165.2% | +22.6% | +142.6% | +112.7% |
| All | +279.2% | +167.8% | +111.4% | +95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling