+513.2%
MA vs PAYC
+329.2%
+184.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.1% |
| 7D | -3.5% | -8.7% | +5.2% | -0.9% |
| 30D | +0.8% | +1.2% | -0.4% | +0.3% |
| 3M | +14.8% | +58.6% | -43.8% | -1.8% |
| 6M | +10.0% | +56.6% | -46.6% | -6.2% |
| YTD | -0.1% | +36.2% | -36.3% | -11.5% |
| 1Y | -2.2% | -2.2% | 0.0% | -4.3% |
| 3Y | +39.3% | -22.3% | +61.6% | +37.2% |
| 5Y | +66.3% | -53.9% | +120.2% | +88.7% |
| 10Y | +513.2% | +347.5% | +165.7% | +234.6% |
| All | +513.2% | +329.2% | +184.0% | +234.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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