+413.2%
MP vs PAYX
+90.3%
+322.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.4% | -5.9% | -5.7% |
| 7D | -4.6% | -7.9% | +3.3% | -1.0% |
| 30D | -7.1% | -5.0% | -2.1% | -5.2% |
| 3M | -4.0% | +15.1% | -19.1% | -12.8% |
| 6M | -16.7% | +23.9% | -40.6% | -28.1% |
| YTD | +1.6% | +6.2% | -4.6% | -4.5% |
| 1Y | -17.8% | -9.6% | -8.2% | -14.3% |
| 3Y | +139.6% | +5.8% | +133.8% | +106.3% |
| 5Y | +50.5% | +22.0% | +28.5% | +17.2% |
| All | +413.2% | +90.3% | +322.9% | +198.5% |
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 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