+885.8%
MA vs PAYC
+1,266.0%
-380.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.3% |
| 7D | +1.8% | -9.5% | +11.3% | +4.5% |
| 30D | +11.8% | +2.5% | +9.4% | +11.0% |
| 3M | +17.2% | +11.7% | +5.5% | +13.4% |
| 6M | +33.4% | +74.6% | -41.2% | +13.1% |
| YTD | +16.1% | +50.4% | -34.2% | +1.6% |
| 1Y | +19.9% | +44.0% | -24.1% | +6.1% |
| 3Y | +70.1% | +42.5% | +27.6% | +45.8% |
| 5Y | +89.6% | -50.3% | +139.9% | +105.7% |
| 10Y | +568.4% | +521.2% | +47.2% | +308.2% |
| All | +885.8% | +1,266.0% | -380.1% | +451.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling