+164.0%
PAYX vs MET
+249.3%
-85.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.4% |
| 7D | -4.9% | -0.5% | -4.4% | -4.6% |
| 30D | -3.8% | +0.5% | -4.3% | -4.1% |
| 3M | +17.9% | +11.6% | +6.3% | +11.8% |
| 6M | +26.1% | +40.8% | -14.7% | +6.5% |
| YTD | +6.7% | +25.7% | -18.9% | -5.0% |
| 1Y | -10.7% | +24.4% | -35.1% | -20.3% |
| 3Y | +7.0% | +67.5% | -60.5% | -19.5% |
| 5Y | +22.6% | +85.8% | -63.2% | -14.2% |
| All | +164.0% | +249.3% | -85.3% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 10y: compounded portfolio wealth divided by compounded MET 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…
10y analysis · Full analysis span regression · 6 months rolling