+180.0%
MCD vs PAYC
+330.2%
-150.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.4% | +0.8% |
| 7D | -2.0% | -7.9% | +5.9% | -0.9% |
| 30D | -6.1% | +2.1% | -8.3% | -6.5% |
| 3M | -7.3% | +61.8% | -69.0% | -14.3% |
| 6M | -20.9% | +59.9% | -80.9% | -27.1% |
| YTD | -14.7% | +38.5% | -53.2% | -19.8% |
| 1Y | -16.1% | -1.4% | -14.7% | -17.0% |
| 3Y | -1.5% | -21.0% | +19.5% | -2.3% |
| 5Y | +20.4% | -52.9% | +73.4% | +27.3% |
| 10Y | +180.0% | +332.8% | -152.8% | +111.4% |
| All | +180.0% | +330.2% | -150.2% | +111.4% |
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