+445.3%
MP vs PAYX
+101.0%
+344.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +2.6% |
| 7D | -2.9% | -4.2% | +1.3% | -1.0% |
| 30D | +13.8% | +2.9% | +10.9% | +12.0% |
| 3M | -16.7% | +23.6% | -40.3% | -27.0% |
| 6M | -11.5% | +30.0% | -41.5% | -25.5% |
| YTD | +7.9% | +12.2% | -4.3% | -1.0% |
| 1Y | -15.0% | -7.5% | -7.6% | -11.7% |
| 3Y | +153.5% | +10.1% | +143.4% | +116.0% |
| 5Y | +58.7% | +25.1% | +33.5% | +23.2% |
| All | +445.3% | +101.0% | +344.3% | +209.4% |
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