+2.8%
MOS vs PAYC
+451.9%
-449.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +19.7% | -11.1% | +30.8% | +22.7% |
| 30D | +21.5% | +1.8% | +19.7% | +20.7% |
| 3M | -0.4% | +10.2% | -10.6% | -3.1% |
| 6M | +4.5% | +73.5% | -69.0% | -9.6% |
| YTD | -2.9% | +49.4% | -52.3% | -13.9% |
| 1Y | -7.7% | +47.2% | -54.9% | -17.8% |
| 3Y | -25.6% | +44.4% | -70.1% | -35.0% |
| 5Y | -31.2% | -52.1% | +20.9% | -24.7% |
| 10Y | +2.8% | +474.3% | -471.4% | -23.5% |
| All | +2.8% | +451.9% | -449.1% | -23.5% |
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 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