+27.4%
MKC vs PAYC
+358.9%
-331.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -1.5% | -5.5% | +4.0% | -0.8% |
| 30D | -3.1% | +3.8% | -6.9% | -3.6% |
| 3M | +5.2% | +65.8% | -60.6% | -1.5% |
| 6M | -12.8% | +68.7% | -81.5% | -18.8% |
| YTD | -23.3% | +38.3% | -61.6% | -27.0% |
| 1Y | -24.1% | -2.4% | -21.7% | -24.7% |
| 3Y | -32.1% | -21.5% | -10.6% | -32.4% |
| 5Y | -32.8% | -52.7% | +19.9% | -30.0% |
| All | +27.4% | +358.9% | -331.5% | -7.5% |
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