+417.3%
PAYX vs MUB
+76.3%
+341.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -6.9% | -0.3% | -6.6% | -6.8% |
| 30D | -2.6% | -1.5% | -1.1% | -1.9% |
| 3M | +19.4% | -1.9% | +21.4% | +20.5% |
| 6M | +18.7% | -1.7% | +20.4% | +19.6% |
| YTD | +7.8% | -0.8% | +8.6% | +8.2% |
| 1Y | -9.9% | +1.5% | -11.3% | -10.4% |
| 3Y | +7.4% | +8.8% | -1.3% | +3.6% |
| 5Y | +21.8% | +2.0% | +19.8% | +20.3% |
| 10Y | +161.3% | +18.0% | +143.3% | +151.1% |
| All | +417.3% | +76.3% | +341.0% | +376.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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