+94.5%
MO vs PAYC
-22.6%
+117.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -1.0% | -10.2% | +9.2% | -0.3% |
| 30D | +5.8% | +2.0% | +3.8% | +5.6% |
| 3M | -4.5% | +58.3% | -62.8% | -7.8% |
| 6M | +5.7% | +64.5% | -58.8% | +1.6% |
| YTD | +23.1% | +36.5% | -13.4% | +20.1% |
| 1Y | +10.9% | -1.3% | +12.2% | +11.2% |
| All | +94.5% | -22.6% | +117.1% | +93.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling