+92.3%
MA vs PAYC
-52.1%
+144.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.1% | +4.6% | +0.5% |
| 7D | +2.3% | -10.2% | +12.5% | +4.5% |
| 30D | +14.7% | +6.1% | +8.5% | +13.2% |
| 3M | +13.5% | +10.1% | +3.4% | +11.1% |
| 6M | +33.1% | +88.6% | -55.5% | +15.5% |
| YTD | +15.1% | +50.0% | -34.9% | +4.2% |
| 1Y | +18.7% | +46.1% | -27.3% | +8.0% |
| 3Y | +72.1% | +51.2% | +20.9% | +52.1% |
| All | +92.3% | -52.1% | +144.4% | +137.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling