+261.9%
MOH vs PAYC
+358.9%
-96.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.6% | +1.7% |
| 7D | +1.7% | -5.5% | +7.2% | +2.9% |
| 30D | -0.9% | +3.8% | -4.7% | -1.8% |
| 3M | +5.7% | +65.8% | -60.1% | -6.2% |
| 6M | +39.1% | +68.7% | -29.6% | +22.0% |
| YTD | +17.7% | +38.3% | -20.7% | +7.5% |
| 1Y | +8.4% | -2.4% | +10.8% | +7.0% |
| 3Y | -36.6% | -21.5% | -15.0% | -37.4% |
| 5Y | -19.1% | -52.7% | +33.6% | -12.1% |
| All | +261.9% | +358.9% | -96.9% | +65.4% |
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