+433.8%
MAR vs PAYX
+167.8%
+266.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.4% |
| 7D | -0.5% | -4.9% | +4.3% | +2.1% |
| 30D | -5.4% | -3.8% | -1.6% | -3.7% |
| 3M | -15.5% | +17.9% | -33.4% | -23.4% |
| 6M | +3.0% | +26.1% | -23.1% | -10.9% |
| YTD | +8.5% | +6.7% | +1.8% | +2.7% |
| 1Y | +26.0% | -10.7% | +36.7% | +31.8% |
| 3Y | +68.6% | +7.0% | +61.6% | +56.2% |
| 5Y | +157.4% | +22.6% | +134.8% | +117.0% |
| All | +433.8% | +167.8% | +266.0% | +205.8% |
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