+7.0%
PAYX vs MRSH
-4.9%
+11.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.7% |
| 7D | -4.9% | -4.8% | -0.1% | -2.0% |
| 30D | -3.8% | -6.3% | +2.5% | +0.1% |
| 3M | +17.9% | +5.8% | +12.1% | +14.3% |
| 6M | +26.1% | +2.8% | +23.3% | +23.9% |
| YTD | +6.7% | -3.1% | +9.9% | +8.0% |
| 1Y | -10.7% | -11.3% | +0.5% | -5.3% |
| 3Y | +7.0% | -5.0% | +11.9% | +13.1% |
| All | +7.0% | -4.9% | +11.9% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 3y: compounded portfolio wealth divided by compounded MRSH 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…
3y analysis · Full analysis span regression · 6 months rolling