+150.9%
MP vs PAYX
+5.4%
+145.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.9% |
| 7D | -0.7% | -7.5% | +6.7% | -0.8% |
| 30D | -0.7% | -5.3% | +4.6% | -0.7% |
| 3M | 0.0% | +15.6% | -15.6% | -1.6% |
| 6M | -10.0% | +19.5% | -29.4% | -11.8% |
| YTD | +7.5% | +5.8% | +1.7% | +7.6% |
| 1Y | -14.0% | -10.9% | -3.1% | -10.1% |
| All | +150.9% | +5.4% | +145.5% | +123.4% |
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 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