+542.0%
MS vs PAYX
+178.2%
+363.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.5% |
| 7D | +5.1% | -1.2% | +6.3% | +5.7% |
| 30D | +5.7% | +7.8% | -2.2% | +0.5% |
| 3M | -12.2% | -6.8% | -5.4% | -9.6% |
| 6M | -0.5% | +31.3% | -31.8% | -18.9% |
| YTD | +9.8% | +7.7% | +2.1% | +0.7% |
| 1Y | +17.7% | +8.1% | +9.6% | +7.5% |
| 3Y | +176.8% | +12.2% | +164.7% | +138.1% |
| 5Y | +123.7% | +8.9% | +114.8% | +91.5% |
| All | +542.0% | +178.2% | +363.8% | +208.6% |
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