-8.1%
MDB vs PAYX
+6.4%
-14.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.7% | -3.5% |
| 7D | -1.8% | -4.9% | +3.1% | +1.4% |
| 30D | -17.3% | -3.8% | -13.5% | -14.9% |
| 3M | +2.2% | +17.9% | -15.7% | -7.5% |
| 6M | +33.9% | +26.1% | +7.8% | +17.4% |
| YTD | -13.7% | +6.7% | -20.4% | -19.2% |
| 1Y | +9.1% | -10.7% | +19.8% | +9.4% |
| 3Y | -8.1% | +7.0% | -15.1% | -15.5% |
| All | -8.1% | +6.4% | -14.5% | -15.5% |
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