+9.0%
MSFT vs PAYX
+7.8%
+1.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.6% | +4.0% | +6.0% |
| 7D | +4.7% | +9.7% | -5.0% | +2.3% |
| 30D | +5.8% | +20.2% | -14.4% | +0.4% |
| 3M | +13.0% | +1.1% | +11.9% | +13.0% |
| 6M | +34.9% | +32.7% | +2.2% | +19.3% |
| YTD | +15.7% | +10.5% | +5.1% | +3.6% |
| 1Y | +9.0% | +8.7% | +0.2% | -2.8% |
| All | +9.0% | +7.8% | +1.2% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling