+40.4%
MXL vs PAYC
-52.9%
+93.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.1% |
| 7D | +18.9% | -5.5% | +24.4% | +20.7% |
| 30D | +0.3% | +3.8% | -3.5% | -1.4% |
| 3M | -8.0% | +65.8% | -73.9% | -25.5% |
| 6M | +341.2% | +68.7% | +272.5% | +248.7% |
| YTD | +327.8% | +38.3% | +289.5% | +264.1% |
| 1Y | +364.9% | -2.4% | +367.3% | +360.6% |
| 3Y | +229.2% | -21.5% | +250.8% | +238.7% |
| All | +40.4% | -52.9% | +93.3% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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