+79.7%
MNST vs PAYX
+20.8%
+58.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | -2.2% | -7.9% | +5.7% | +0.2% |
| 30D | -5.4% | -5.0% | -0.3% | -3.9% |
| 3M | -5.5% | +15.1% | -20.6% | -9.8% |
| 6M | +12.4% | +23.9% | -11.6% | +4.4% |
| YTD | +12.4% | +6.2% | +6.2% | +9.9% |
| 1Y | +37.2% | -9.6% | +46.8% | +42.6% |
| 3Y | +52.9% | +5.8% | +47.1% | +45.9% |
| 5Y | +79.7% | +22.0% | +57.7% | +55.9% |
| All | +79.7% | +20.8% | +58.9% | +55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling