+23.6%
PAYX vs MKSI
+84.1%
-60.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.4% |
| 7D | -4.9% | +2.7% | -7.5% | -5.1% |
| 30D | -3.8% | -12.8% | +9.0% | -2.9% |
| 3M | +17.9% | -22.5% | +40.4% | +18.9% |
| 6M | +26.1% | +19.4% | +6.7% | +19.6% |
| YTD | +6.7% | +67.7% | -61.0% | -4.4% |
| 1Y | -10.7% | +131.4% | -142.2% | -25.0% |
| 3Y | +7.0% | +197.3% | -190.4% | -20.8% |
| All | +23.6% | +84.1% | -60.5% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling