+177.0%
PAYX vs MKSI
+447.2%
-270.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -10.5% | +12.8% | +4.0% |
| 7D | -2.6% | -8.1% | +5.5% | -1.5% |
| 30D | -2.9% | -22.9% | +20.0% | +0.9% |
| 3M | +19.0% | -32.7% | +51.7% | +24.1% |
| 6M | +31.0% | +12.3% | +18.7% | +21.8% |
| YTD | +9.2% | +50.1% | -40.9% | -5.6% |
| 1Y | -8.4% | +108.8% | -117.2% | -27.6% |
| 3Y | +10.3% | +172.0% | -161.6% | -24.8% |
| 5Y | +26.2% | +64.2% | -38.0% | -4.9% |
| 10Y | +177.0% | +451.6% | -274.6% | +43.0% |
| All | +177.0% | +447.2% | -270.2% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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