+43.4%
MMM vs PAYC
-48.2%
+91.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.4% | +4.9% | -5.3% | -1.1% |
| 30D | +12.1% | +4.1% | +8.0% | +11.5% |
| 3M | +1.4% | +11.5% | -10.0% | -0.3% |
| 6M | +26.6% | +85.3% | -58.7% | +13.9% |
| YTD | +16.8% | +57.3% | -40.4% | +7.6% |
| 1Y | +10.1% | +52.6% | -42.5% | +2.0% |
| 3Y | +158.4% | +48.3% | +110.1% | +139.2% |
| All | +43.4% | -48.2% | +91.6% | +42.3% |
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