+54.7%
MMM vs PAYC
+329.2%
-274.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.6% |
| 7D | -2.6% | -8.7% | +6.2% | -1.2% |
| 30D | -9.3% | +1.2% | -10.5% | -9.6% |
| 3M | +5.6% | +58.6% | -53.0% | -3.2% |
| 6M | +9.5% | +56.6% | -47.2% | 0.0% |
| YTD | +4.1% | +36.2% | -32.1% | -2.7% |
| 1Y | +9.4% | -2.2% | +11.6% | +8.3% |
| 3Y | +101.0% | -22.3% | +123.3% | +100.7% |
| 5Y | +26.1% | -53.9% | +80.0% | +34.1% |
| 10Y | +54.7% | +347.5% | -292.8% | +14.7% |
| All | +54.7% | +329.2% | -274.5% | +14.7% |
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