+0.6%
MOS vs PAYC
+535.4%
-534.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -1.3% |
| 7D | +5.5% | -9.5% | +15.0% | +7.7% |
| 30D | +21.0% | +3.3% | +17.7% | +19.8% |
| 3M | -0.5% | +14.5% | -15.0% | -4.0% |
| 6M | +6.6% | +76.0% | -69.5% | -8.3% |
| YTD | -2.8% | +53.4% | -56.1% | -14.5% |
| 1Y | -8.1% | +43.8% | -51.9% | -17.7% |
| 3Y | -25.6% | +45.3% | -70.9% | -35.2% |
| 5Y | -29.8% | -48.9% | +19.2% | -24.4% |
| 10Y | +0.6% | +500.5% | -500.0% | -36.2% |
| All | +0.6% | +535.4% | -534.9% | -36.2% |
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