+6.6%
PAYX vs MSFU
+73.2%
-66.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.4% |
| 7D | -4.9% | -1.8% | -3.1% | -4.6% |
| 30D | -3.8% | +0.5% | -4.3% | -3.9% |
| 3M | +17.9% | +51.9% | -34.0% | +9.6% |
| 6M | +26.1% | +35.0% | -8.9% | +18.9% |
| YTD | +6.7% | -9.0% | +15.8% | +6.1% |
| 1Y | -10.7% | -18.8% | +8.1% | -10.1% |
| 3Y | +7.0% | +25.5% | -18.5% | -6.0% |
| All | +6.6% | +73.2% | -66.6% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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