+2,484.9%
MAR vs PAYX
+1,477.4%
+1,007.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | -0.5% | -4.9% | +4.3% | +1.5% |
| 30D | -5.4% | -3.8% | -1.6% | -4.1% |
| 3M | -15.5% | +17.9% | -33.4% | -21.6% |
| 6M | +3.0% | +26.1% | -23.1% | -7.8% |
| YTD | +8.5% | +6.7% | +1.8% | +3.9% |
| 1Y | +26.0% | -10.7% | +36.7% | +29.8% |
| 3Y | +68.6% | +7.0% | +61.6% | +59.6% |
| 5Y | +157.4% | +22.6% | +134.8% | +129.3% |
| 10Y | +447.0% | +166.5% | +280.5% | +253.4% |
| All | +2,484.9% | +1,477.4% | +1,007.5% | +959.4% |
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