+773.9%
MS vs PAYX
+166.4%
+607.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.5% |
| 7D | -2.1% | -7.9% | +5.8% | +2.8% |
| 30D | -1.1% | -5.0% | +3.9% | +1.7% |
| 3M | +3.5% | +15.1% | -11.6% | -6.9% |
| 6M | +33.7% | +23.9% | +9.8% | +13.5% |
| YTD | +21.8% | +6.2% | +15.6% | +13.9% |
| 1Y | +41.1% | -9.6% | +50.7% | +46.3% |
| 3Y | +174.5% | +5.8% | +168.7% | +147.9% |
| 5Y | +140.7% | +22.0% | +118.7% | +90.4% |
| All | +773.9% | +166.4% | +607.5% | +299.5% |
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