+1,192.5%
MSTR vs PAYX
+1,421.5%
-229.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.9% | -0.5% | -2.5% |
| 7D | +9.3% | -6.9% | +16.3% | +13.2% |
| 30D | +36.5% | -2.6% | +39.1% | +38.5% |
| 3M | +7.3% | +19.4% | -12.1% | -1.9% |
| 6M | +2.2% | +18.7% | -16.4% | -7.1% |
| YTD | -10.2% | +7.8% | -17.9% | -14.6% |
| 1Y | -58.6% | -9.9% | -48.8% | -57.3% |
| 3Y | +283.2% | +7.4% | +275.8% | +258.6% |
| 5Y | +113.8% | +21.8% | +91.9% | +99.5% |
| 10Y | +690.7% | +161.3% | +529.5% | +412.9% |
| All | +1,192.5% | +1,421.5% | -229.0% | +278.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling