+23.6%
PAYX vs MSCI
-10.5%
+34.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.7% | 0.0% |
| 7D | -4.9% | -3.2% | -1.6% | -3.6% |
| 30D | -3.8% | -1.1% | -2.7% | -3.3% |
| 3M | +17.9% | -6.3% | +24.2% | +20.6% |
| 6M | +26.1% | +2.1% | +24.0% | +24.8% |
| YTD | +6.7% | -2.3% | +9.0% | +7.1% |
| 1Y | -10.7% | -3.9% | -6.8% | -10.1% |
| 3Y | +7.0% | +7.5% | -0.5% | +0.5% |
| All | +23.6% | -10.5% | +34.1% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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