+498.6%
PAYX vs MSCI
+2,756.4%
-2,257.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | +2.9% | +0.6% | +2.4% | +2.7% |
| 3M | +23.6% | -7.1% | +30.7% | +26.5% |
| 6M | +30.0% | +0.8% | +29.2% | +29.4% |
| YTD | +12.2% | +1.0% | +11.2% | +11.3% |
| 1Y | -7.5% | +4.3% | -11.8% | -9.5% |
| 3Y | +10.1% | +9.9% | +0.2% | +3.8% |
| 5Y | +25.1% | -6.8% | +31.9% | +21.8% |
| 10Y | +171.7% | +614.7% | -442.9% | +40.0% |
| All | +498.6% | +2,756.4% | -2,257.8% | +98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling