+1,017.5%
MDB vs PAYC
+179.9%
+837.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.8% |
| 7D | -4.5% | -8.7% | +4.2% | +1.5% |
| 30D | -14.0% | +1.2% | -15.2% | -14.5% |
| 3M | +5.3% | +58.6% | -53.3% | -26.3% |
| 6M | +31.9% | +56.6% | -24.7% | -6.3% |
| YTD | -14.6% | +36.2% | -50.8% | -33.9% |
| 1Y | +8.2% | -2.2% | +10.4% | +3.5% |
| 3Y | -5.0% | -22.3% | +17.3% | -5.5% |
| 5Y | -24.5% | -53.9% | +29.3% | +15.0% |
| All | +1,017.5% | +179.9% | +837.6% | +418.0% |
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