-33.1%
MKC vs PAYC
-54.0%
+20.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.8% |
| 7D | -2.8% | -10.2% | +7.4% | -2.1% |
| 30D | -3.4% | +2.0% | -5.3% | -3.6% |
| 3M | +3.8% | +58.3% | -54.5% | +0.1% |
| 6M | -17.9% | +64.5% | -82.4% | -21.1% |
| YTD | -23.6% | +36.5% | -60.2% | -25.7% |
| 1Y | -23.1% | -1.3% | -21.8% | -23.5% |
| 3Y | -31.5% | -22.1% | -9.4% | -31.7% |
| 5Y | -33.1% | -53.3% | +20.2% | -37.4% |
| All | -33.1% | -54.0% | +20.9% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling