+1,120.5%
MPC vs PAYX
+166.4%
+954.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -2.0% |
| 7D | +1.2% | -7.9% | +9.1% | +6.0% |
| 30D | +17.0% | -5.0% | +22.0% | +20.1% |
| 3M | +49.5% | +15.1% | +34.3% | +35.9% |
| 6M | +83.5% | +23.9% | +59.6% | +58.4% |
| YTD | +144.1% | +6.2% | +137.9% | +130.3% |
| 1Y | +119.6% | -9.6% | +129.2% | +127.8% |
| 3Y | +168.1% | +5.8% | +162.2% | +141.7% |
| 5Y | +671.3% | +22.0% | +649.4% | +498.3% |
| All | +1,120.5% | +166.4% | +954.1% | +469.5% |
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