+102.0%
MDLZ vs PAYC
+474.5%
-372.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | +2.2% | -9.5% | +11.7% | +3.4% |
| 30D | +10.1% | +2.5% | +7.7% | +9.8% |
| 3M | +9.1% | +11.7% | -2.6% | +7.5% |
| 6M | +10.0% | +74.6% | -64.6% | +2.2% |
| YTD | +26.8% | +50.4% | -23.5% | +19.5% |
| 1Y | +22.5% | +44.0% | -21.5% | +16.0% |
| 3Y | +5.3% | +42.5% | -37.2% | -1.9% |
| 5Y | +21.4% | -50.3% | +71.7% | +27.0% |
| 10Y | +102.0% | +521.2% | -419.2% | +55.8% |
| All | +102.0% | +474.5% | -372.5% | +55.8% |
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