+87.9%
MDLZ vs PAYC
+329.2%
-241.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.5% |
| 7D | 0.0% | -8.7% | +8.7% | +1.0% |
| 30D | +1.4% | +1.2% | +0.3% | +1.2% |
| 3M | 0.0% | +58.6% | -58.6% | -6.0% |
| 6M | +9.1% | +56.6% | -47.5% | +2.3% |
| YTD | +17.9% | +36.2% | -18.3% | +12.3% |
| 1Y | +3.2% | -2.2% | +5.4% | +2.4% |
| 3Y | -2.5% | -22.3% | +19.8% | -2.8% |
| 5Y | +17.6% | -53.9% | +71.4% | +23.8% |
| 10Y | +87.9% | +347.5% | -259.6% | +26.3% |
| All | +87.9% | +329.2% | -241.3% | +26.3% |
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