+84.3%
MKSI vs PAYC
-52.9%
+137.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.8% |
| 7D | +2.7% | -5.5% | +8.2% | +4.0% |
| 30D | -12.8% | +3.8% | -16.6% | -13.9% |
| 3M | -22.5% | +65.8% | -88.3% | -35.2% |
| 6M | +19.4% | +68.7% | -49.3% | -2.6% |
| YTD | +67.7% | +38.3% | +29.4% | +46.1% |
| 1Y | +131.4% | -2.4% | +133.8% | +130.6% |
| 3Y | +197.3% | -21.5% | +218.9% | +209.3% |
| All | +84.3% | -52.9% | +137.2% | +112.9% |
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