-9.1%
MDB vs PAYC
-22.8%
+13.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.3% |
| 7D | -4.5% | -8.7% | +4.2% | -0.9% |
| 30D | -14.0% | +1.2% | -15.2% | -14.2% |
| 3M | +5.3% | +58.6% | -53.3% | -15.1% |
| 6M | +31.9% | +56.6% | -24.7% | +7.4% |
| YTD | -14.6% | +36.2% | -50.8% | -26.9% |
| 1Y | +8.2% | -2.2% | +10.4% | +4.5% |
| All | -9.1% | -22.8% | +13.7% | -3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling