+38.1%
MA vs PAYX
+5.8%
+32.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -3.5% | -7.9% | +4.4% | 0.0% |
| 30D | +0.7% | -5.0% | +5.7% | +2.8% |
| 3M | +15.8% | +15.1% | +0.7% | +8.2% |
| 6M | +10.2% | +23.9% | -13.7% | -0.5% |
| YTD | -0.5% | +6.2% | -6.6% | -4.1% |
| 1Y | -1.8% | -9.6% | +7.8% | +1.4% |
| All | +38.1% | +5.8% | +32.3% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling