+44.9%
MO vs PAYC
+39.2%
+5.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.8% | +6.2% | -0.3% |
| 7D | +1.1% | -4.1% | +5.2% | +1.3% |
| 30D | +13.2% | +12.4% | +0.8% | +12.7% |
| 3M | +15.2% | +43.3% | -28.1% | +14.1% |
| 6M | +9.9% | +90.7% | -80.8% | +8.8% |
| YTD | +41.1% | +58.0% | -16.9% | +40.2% |
| 1Y | +44.9% | +37.4% | +7.5% | +44.5% |
| All | +44.9% | +39.2% | +5.7% | +44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling