+473.0%
MOH vs PAYC
+1,140.1%
-667.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -1.3% | -10.2% | +8.9% | +0.8% |
| 30D | +3.0% | +2.0% | +1.0% | +2.4% |
| 3M | +1.2% | +58.3% | -57.1% | -8.7% |
| 6M | +41.7% | +64.5% | -22.8% | +26.0% |
| YTD | +15.4% | +36.5% | -21.1% | +6.3% |
| 1Y | +11.8% | -1.3% | +13.1% | +10.0% |
| 3Y | -37.5% | -22.1% | -15.4% | -38.4% |
| 5Y | -20.6% | -53.3% | +32.7% | -15.1% |
| 10Y | +255.8% | +348.5% | -92.7% | +111.0% |
| All | +473.0% | +1,140.1% | -667.1% | +205.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling