+211.3%
MCD vs PAYC
+451.9%
-240.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.1% | +1.8% |
| 7D | +5.9% | -11.1% | +17.1% | +7.8% |
| 30D | +19.6% | +1.8% | +17.8% | +19.2% |
| 3M | +3.3% | +10.2% | -6.9% | +1.6% |
| 6M | +3.5% | +73.5% | -70.0% | -5.7% |
| YTD | -6.1% | +49.4% | -55.5% | -12.9% |
| 1Y | -3.7% | +47.2% | -50.9% | -10.4% |
| 3Y | +13.4% | +44.4% | -31.1% | +3.4% |
| 5Y | +25.2% | -52.1% | +77.3% | +32.9% |
| 10Y | +211.3% | +474.3% | -263.0% | +132.3% |
| All | +211.3% | +451.9% | -240.7% | +132.3% |
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