+23.6%
PAYX vs MKC
-33.0%
+56.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | -4.9% | -1.5% | -3.4% | -4.4% |
| 30D | -3.8% | -3.1% | -0.7% | -2.9% |
| 3M | +17.9% | +5.2% | +12.7% | +16.1% |
| 6M | +26.1% | -12.8% | +38.9% | +30.8% |
| YTD | +6.7% | -23.3% | +30.0% | +14.4% |
| 1Y | -10.7% | -24.1% | +13.4% | -4.1% |
| 3Y | +7.0% | -32.1% | +39.1% | +19.6% |
| All | +23.6% | -33.0% | +56.6% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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