+1,049.8%
MDB vs PAYC
+200.8%
+849.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.7% | -0.4% | -1.6% |
| 7D | -17.4% | -2.9% | -14.6% | -15.7% |
| 30D | -2.0% | +32.8% | -34.8% | -21.4% |
| 3M | -3.0% | +69.3% | -72.3% | -35.0% |
| 6M | +48.7% | +74.0% | -25.3% | -1.4% |
| YTD | -12.1% | +46.4% | -58.5% | -35.1% |
| 1Y | +14.5% | +4.2% | +10.3% | +5.0% |
| 3Y | -6.1% | -19.7% | +13.6% | -8.1% |
| 5Y | -27.3% | -52.0% | +24.7% | +7.9% |
| All | +1,049.8% | +200.8% | +849.0% | +408.2% |
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