+108.8%
MSTR vs PAYX
+20.8%
+88.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.5% |
| 7D | -11.2% | -7.9% | -3.3% | -4.4% |
| 30D | +33.8% | -5.0% | +38.8% | +40.5% |
| 3M | +11.5% | +15.1% | -3.7% | -3.5% |
| 6M | -7.2% | +23.9% | -31.1% | -26.8% |
| YTD | -15.4% | +6.2% | -21.6% | -22.2% |
| 1Y | -60.6% | -9.6% | -51.0% | -57.2% |
| 3Y | +260.8% | +5.8% | +255.0% | +181.1% |
| 5Y | +108.8% | +22.0% | +86.9% | +47.1% |
| All | +108.8% | +20.8% | +88.1% | +47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling