-0.3%
MSFT vs PAYX
-9.0%
+8.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -0.8% | -4.9% | +4.0% | +0.7% |
| 30D | +0.8% | -3.8% | +4.6% | +2.1% |
| 3M | +27.2% | +17.9% | +9.3% | +18.2% |
| 6M | +22.9% | +26.1% | -3.2% | +11.4% |
| YTD | +3.1% | +6.7% | -3.6% | -6.1% |
| 1Y | -0.3% | -10.7% | +10.5% | -10.0% |
| All | -0.3% | -9.0% | +8.8% | -10.0% |
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